Assets Under Management
$176.5M
Number of Clients
172
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$88.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
RoundAngle Advisors offers wrap fee programs managed on an individualized basis. Services include portfolio management with various securities. Portfolios are reviewed at least annually and rebalanced as needed. Clients can place reasonable restrictions on investments. The firm is transitioning clients to a non-wrap asset management offering.
1 Harding Road, Suite 206, Red Bank, NJ, 07701