Round Table Investment Strategies, LLC
Round Table Investment Strategies, LLC (CRD# 139492) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $62,247,849 in 303 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management62MILLION
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Total Number of Accounts303ACCOUNTS
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Average Account Value$205,438
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, NE, TX, WI
James Ahlschwede (CRD# 4692277) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Centennial, CO and has over 20 years of experience in the finance industry.
James Hershberger (CRD# 6427632) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Lincoln, NE and has over 9 years of experience in the finance industry.
Nathan Dutzmann (CRD# 7008043) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Centennial, CO and has over 5 years of experience in the finance industry.