Roundangle Advisors LLC
Legal Name: ROUNDANGLE ADVISORS LLC
723 N BROADWAY, WHITE PLAINS, NY
516-256-2000
https://www.linkedin.com/company/roundangle-adviso...
Frequently Asked Questions (FAQ)
Other Info
Roundangle Advisors LLC is a Delaware-based limited liability company with six employees, all of whom hold advisory roles. Their client base is unknown, but the firm's SEC registration status is "Approved," with an effective date of April 6, 2016.
RoundAngle Advisors - Wealth Management & Retirement Planning in NY
RoundAngle Advisors is an independent wealth management and retirement plan firm providing fiduciary care, objectivity and holistic planning.
Direct Owners
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JONATHAN EVAN BERNSTEIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
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KUZARI ASSET MANAGEMENT, LLC
MEMBER owns more than 10% but less than 25%
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MANUELA DIAZ
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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BENJAMIN SAMUEL GERUT
MANAGING MEMBER owns 75% or more