RIA Intelligence

ROUNDSTONE ADVISORS, LLC

CRD #135668 SEC #801-64339 ACTON, MA 978-635-3700
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
5
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 1, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CCOD Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERD Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERD Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CCOD Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CCOD Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORD Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORD Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORD Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORD Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORD Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTORC Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
BOURQUE, BASIL, PATRICKIMANAGING DIRECTOR, CCOC Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORC Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORC Control
MCNAMARA, SEAN, FRANCISIMANAGING DIRECTORC Control
PIGOTT, WILLIAM, TERRENCEIMANAGING DIRECTORC Control
PIGOTT, WILLIAM, TERRENCEIMANAGING DIRECTORC Control
SAUNDERS, MICHAEL, CONNELLIMANAGING DIRECTORB Control

Registrations

Federal

IA
Feb 1, 2007 REGISTERED

Notice Filings (2)

MA NJ

Address

289 GREAT ROAD
SUITE 304
ACTON, MA 1720
USA
Phone: 978-635-3700