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    Round Table Wealth Management

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    Description

    • Round Table Wealth Management is an independent, fee-only SEC Registered Investment Advisor (or RIA) with offices in New Jersey and New York. RTWM operates as a multi-family office with approximately $950 million in assets under management as of December 31, 2016. Founded in 1999 to provide objective investment advice, RTWM offers a wide range of advisory services and investment solutions that are tailored to the specific needs and requests of a diverse client base throughout the U.S. and internationally. As stewards, we know and respect each client's financial goals, tolerance for risk, family structure, and objectives for future generations. As fiduciaries, our advice is objective and conflict free. Learn more at www.roundtablewealth.com.
    • location

      Headquarters:241 North Ave W , Westfield, New Jersey, United States

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    • Round Table Wealth Management phone

      Phone Number: +1 908-789-7310

    • Round Table Wealth Management website

      Website: https://www.roundtablewealth.com

    • Round Table Wealth Management employees

      Employees:23

    • Round Table Wealth Management revenue

      Revenue:$1 - 10M

    • Round Table Wealth Management legal name

      Legal Name:Round Table Wealth Management

    • Round Table Wealth Management's Social Media

      Round Table Wealth Management linkedin Round Table Wealth Management facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Round Table Wealth Management

    Rich Policastro

    President

    Person level website visitor identification

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    View Employees

    Rich Policastro

    President

    Robert Davis

    Chief Investment Officer

    Regina Carmon

    Director Of Marketing

    Fran Hayes

    Senior Director

    Richard Freeman

    Senior Director

    Frequently Asked Questions regarding Round Table Wealth Management

    • Where are Round Table Wealth Management's Headquarters?

      Round Table Wealth Management's Headquarters are in 241 North Ave W ,Westfield,New Jersey,United States

    • What is Round Table Wealth Management's phone number?

      Round Table Wealth Management's phone number is +1 908-789-7310

    • What is Round Table Wealth Management's official website?

      Round Table Wealth Management's official website is https://www.roundtablewealth.com

    • What is Round Table Wealth Management's Revenue?

      Round Table Wealth Management's revenue is $1 - 10M

    • What is Round Table Wealth Management's NAICS code?

      Round Table Wealth Management's NAICS code is 523930

    • How many employees are working in Round Table Wealth Management

      Round Table Wealth Management has 23 employees

    • What is Round Table Wealth Management's Industry?

      Round Table Wealth Management is in the industry of Financial Services

    • Who is Round Table Wealth Management's President?

      Round Table Wealth Management's President is Rich Policastro

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