ROUNDHILL FINANCIAL INC.
Legal name: ROUNDHILL INVESTMENTS
CRD #300799 SEC #801-114971 NEW YORK, NY 646-661-5441
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
8
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.8B | $3.8B | $0 | 8 | 0 |
| Apr 2024 | $716.8M | $716.8M | $0 | 5 | 0 |
| Apr 2024 | $716.8M | $716.8M | $0 | 5 | 0 |
| Mar 2024 | $716.8M | $716.8M | $0 | 5 | 0 |
| Mar 2023 | $547.1M | $547.1M | $0 | 8 | 0 |
| Jun 2022 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 6 | 0 |
| Nov 2021 | $293.1M | $293.1M | $0 | 4 | 0 |
| Oct 2021 | $293.1M | $293.1M | $0 | 4 | 0 |
| Jun 2021 | $293.1M | $293.1M | $0 | 4 | 0 |
| Mar 2021 | $293.1M | $293.1M | $0 | 4 | 0 |
| Jul 2020 | $119.9M | $119.9M | $0 | 2 | 0 |
| Jun 2020 | $119.9M | $119.9M | $0 | 2 | 0 |
| Mar 2020 | $10.8M | $10.8M | $0 | 2 | 0 |
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$547.1M
Discretionary$547.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees2
Clients0