CRD: 182514
Round Table Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2015
- Office Locations
- 1
Office Locations
About Round Table Investment Management, LLC
Round Table Wealth Management (Cerity Partners) offers concierge-led wealth planning: a complimentary 30-minute discovery call to understand goals and match prospects with an advisor. Services include financial planning, tax and estate planning, retirement planning, and portfolio construction/asset management for individuals and business owners. Portfolios emphasize ETF-based implementation, with client access via a Tamarac online portal and custody at Schwab.
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Owner & Executives
BRYAN FRANCIS MCPHERSON
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #4654228
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,283,158 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,283,158 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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