ROUND TABLE SERVICES, LLC
Legal name: ROUND TABLE WEALTH MANAGEMENT
CRD #111304 SEC #801-60139 NEW YORK, NY 212-850-4260
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Jan 2023 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Dec 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Dec 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Oct 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Sep 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Jun 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Jun 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| May 2022 | $1.6B | $1.4B | $170.1M | 23 | 4 |
| Mar 2022 | $1.6B | $1.5B | $176.8M | 23 | 4 |
| Jan 2022 | $1.5B | $1.4B | $163.7M | 22 | 0 |
| Dec 2021 | $1.5B | $1.4B | $163.7M | 22 | 0 |
| Oct 2021 | $1.5B | $1.3B | $152.8M | 22 | 0 |
| Aug 2021 | $1.3B | $1.2B | $149.2M | 22 | 0 |
| Aug 2021 | $1.3B | $1.2B | $149.2M | 22 | 0 |
| May 2021 | $1.3B | $1.2B | $149.2M | 22 | 0 |
| Mar 2021 | $1.3B | $1.2B | $149.2M | 22 | 0 |
| Jun 2020 | $1.1B | $993.8M | $136.8M | 21 | 0 |
| Jun 2020 | $1.1B | $993.8M | $136.8M | 21 | 0 |
| Mar 2020 | $1.1B | $993.8M | $136.8M | 21 | 0 |
| Mar 2020 | $1.1B | $993.8M | $136.8M | 21 | 0 |
| Jan 2020 | $1B | $881.9M | $130.3M | 19 | 0 |
| Nov 2019 | $1B | $881.9M | $130.3M | 19 | 0 |
| Mar 2019 | $1B | $881.9M | $130.3M | 19 | 0 |
| Oct 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| Sep 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| Aug 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| Jun 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| May 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| Mar 2018 | $1B | $878.3M | $144.5M | 18 | 0 |
| Jan 2018 | $948.3M | $809.4M | $138.9M | 18 | 0 |
| Dec 2017 | $948.3M | $809.4M | $138.9M | 18 | 0 |
| Nov 2017 | $948.3M | $809.4M | $138.9M | 18 | 0 |
| Apr 2017 | $948.3M | $809.4M | $138.9M | 18 | 200 |
| Mar 2017 | $948.3M | $809.4M | $138.9M | 18 | 200 |
| Jan 2017 | $889.3M | $804.3M | $85M | 17 | 200 |
| Dec 2016 | $889.3M | $804.3M | $85M | 21 | 200 |
| Apr 2016 | $889.3M | $804.3M | $85M | 21 | 200 |
| Mar 2016 | $889.3M | $804.3M | $85M | 21 | 200 |
| Sep 2015 | $985.4M | $903.1M | $82.3M | 19 | 100 |
| Sep 2015 | $985.4M | $903.1M | $82.3M | 19 | 100 |
| Mar 2015 | $985.4M | $903.1M | $82.3M | 19 | 100 |
| Nov 2014 | $845.5M | $754.7M | $90.8M | 18 | 26 |
| Oct 2014 | $845.5M | $754.7M | $90.8M | 18 | 26 |
| Mar 2014 | $845.5M | $754.7M | $90.8M | 18 | 26 |
| Mar 2013 | $922M | $587.7M | $334.3M | 19 | 26 |
| Jan 2013 | $885.1M | $573.9M | $311.2M | 16 | 26 |
| Mar 2012 | $885.1M | $573.9M | $311.2M | 11 | 26 |
| Aug 2007 | $665.5M | $444.6M | $221M | -- | -- |
| Mar 2007 | $665.5M | $444.6M | $221M | -- | -- |
| Feb 2006 | $584.9M | $377.7M | $207.2M | 10 | -- |
| Nov 2005 | $406M | $350.2M | $55.8M | 10 | -- |
DateFeb 2023
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateJan 2023
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateDec 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateDec 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateOct 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateSep 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateJun 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateJun 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateMay 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.1M
Employees23
Clients4
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$176.8M
Employees23
Clients4
DateJan 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$163.7M
Employees22
Clients0
DateDec 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$163.7M
Employees22
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.8M
Employees22
Clients0
DateAug 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.2M
Employees22
Clients0
DateAug 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.2M
Employees22
Clients0
DateMay 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.2M
Employees22
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$149.2M
Employees22
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$993.8M
Non-Disc.$136.8M
Employees21
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$993.8M
Non-Disc.$136.8M
Employees21
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$993.8M
Non-Disc.$136.8M
Employees21
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$993.8M
Non-Disc.$136.8M
Employees21
Clients0
DateJan 2020
Total AUM$1B
Discretionary$881.9M
Non-Disc.$130.3M
Employees19
Clients0
DateNov 2019
Total AUM$1B
Discretionary$881.9M
Non-Disc.$130.3M
Employees19
Clients0
DateMar 2019
Total AUM$1B
Discretionary$881.9M
Non-Disc.$130.3M
Employees19
Clients0
DateOct 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateSep 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateAug 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateJun 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateMay 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateMar 2018
Total AUM$1B
Discretionary$878.3M
Non-Disc.$144.5M
Employees18
Clients0
DateJan 2018
Total AUM$948.3M
Discretionary$809.4M
Non-Disc.$138.9M
Employees18
Clients0
DateDec 2017
Total AUM$948.3M
Discretionary$809.4M
Non-Disc.$138.9M
Employees18
Clients0
DateNov 2017
Total AUM$948.3M
Discretionary$809.4M
Non-Disc.$138.9M
Employees18
Clients0
DateApr 2017
Total AUM$948.3M
Discretionary$809.4M
Non-Disc.$138.9M
Employees18
Clients200
DateMar 2017
Total AUM$948.3M
Discretionary$809.4M
Non-Disc.$138.9M
Employees18
Clients200
DateJan 2017
Total AUM$889.3M
Discretionary$804.3M
Non-Disc.$85M
Employees17
Clients200
DateDec 2016
Total AUM$889.3M
Discretionary$804.3M
Non-Disc.$85M
Employees21
Clients200
DateApr 2016
Total AUM$889.3M
Discretionary$804.3M
Non-Disc.$85M
Employees21
Clients200
DateMar 2016
Total AUM$889.3M
Discretionary$804.3M
Non-Disc.$85M
Employees21
Clients200
DateSep 2015
Total AUM$985.4M
Discretionary$903.1M
Non-Disc.$82.3M
Employees19
Clients100
DateSep 2015
Total AUM$985.4M
Discretionary$903.1M
Non-Disc.$82.3M
Employees19
Clients100
DateMar 2015
Total AUM$985.4M
Discretionary$903.1M
Non-Disc.$82.3M
Employees19
Clients100
DateNov 2014
Total AUM$845.5M
Discretionary$754.7M
Non-Disc.$90.8M
Employees18
Clients26
DateOct 2014
Total AUM$845.5M
Discretionary$754.7M
Non-Disc.$90.8M
Employees18
Clients26
DateMar 2014
Total AUM$845.5M
Discretionary$754.7M
Non-Disc.$90.8M
Employees18
Clients26
DateMar 2013
Total AUM$922M
Discretionary$587.7M
Non-Disc.$334.3M
Employees19
Clients26
DateJan 2013
Total AUM$885.1M
Discretionary$573.9M
Non-Disc.$311.2M
Employees16
Clients26
DateMar 2012
Total AUM$885.1M
Discretionary$573.9M
Non-Disc.$311.2M
Employees11
Clients26
DateAug 2007
Total AUM$665.5M
Discretionary$444.6M
Non-Disc.$221M
Employees--
Clients--
DateMar 2007
Total AUM$665.5M
Discretionary$444.6M
Non-Disc.$221M
Employees--
Clients--
DateFeb 2006
Total AUM$584.9M
Discretionary$377.7M
Non-Disc.$207.2M
Employees10
Clients--
DateNov 2005
Total AUM$406M
Discretionary$350.2M
Non-Disc.$55.8M
Employees10
Clients--