CRD: 139492
Round Table Investment Strategies, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2006
- Office Locations
- 2
Office Locations
About Round Table Investment Strategies, LLC
Round Table Investment Strategies provides holistic financial planning and investment management for individuals and families, integrating tax management, cash flow and budgeting, retirement planning, charitable giving, and estate considerations into coordinated portfolios. The firm emphasizes broad diversification and lifecycle-finance ideas to avoid unrewarded risk, and uses a selective mix of third-party managers. A differentiator is its proprietary web-based “Keep It Simple Financial Plan” process and “Layer Cake” retirement income model.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES PHILIP AHLSCHWEDE
Chief Compliance Officer, Managing Member
- CRD
- #4692277
- Ownership
- 75% or more
NATHAN ROLAND DUTZMANN
Chief Investment Officer
- CRD
- #7008043
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES ALAN HERSHBERGER
Managing Member
- CRD
- #6427632
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,689,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,689,846 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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