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Roundview Capital, LLC

13 employees

Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth.

Basic info

Industry

financial services

Sectors

Asset Management
Legal.
Concierge services.
Financial Services
Finance
Family office services.
Our approach to capital allocation is value-driven and utilizes multiple asset classes across a global platform.
Investment management.
Tax
Financial planning.

Date founded

2008

FAQ