$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2011
- Office Locations
- 1
Office Locations
-- Huntersville NC
About Roud Financial Services, LLC
Roud Financial Services is a cloud-based tax and accounting firm serving individuals and small business owners, providing outsourced bookkeeping, payroll, and tax return preparation with an emphasis on forward-looking tax planning. Public profile data also indicates financial and investment planning and portfolio construction, with SMA assets allocated primarily to ETFs.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$935.8K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALLEN JEFFREY ROUD
Chief Compliance Officer, Managing Member
- CRD
- #5308191
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,871,525 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,871,525 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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