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Matthew Douglas Wallack

ROUNDVIEW CAPITAL, LLC·PRINCETON, New Jersey
Clean record17 years registeredROUNDVIEW CAPITAL, LLC
182 NASSAU STREET, PRINCETON, NJ 08542-7000CRD# 5494023Firm CRD# 148083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Douglas Wallack · PRINCETON, NJ
Registration
CRD #5494023 · ROUNDVIEW CAPITAL, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ROUNDVIEW CAPITAL, LLC
Mar 2014 – present
ORCHARD PARK CAPITAL, L.L.C.
Mar 2009 – Jan 2014
PRINCETON, NJ
02

Registrations & Exams

Registration record
First registered · March 30, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROUNDVIEW CAPITAL, LLC
CRD 148083 · SEC 801-69519
AUM
$1.4B
Regulatory assets under management
Employees
12
1,603 client accounts
Services offered by ROUNDVIEW CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ROUNDVIEW CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Matthew Douglas Wallack offer?
Matthew Douglas Wallack specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are Matthew Douglas Wallack's credentials?
Matthew Douglas Wallack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Douglas Wallack located?
Matthew Douglas Wallack is based in PRINCETON, New Jersey, working with ROUNDVIEW CAPITAL, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Matthew Douglas Wallack charge for services?
Matthew Douglas Wallack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUNDVIEW CAPITAL, LLC?
ROUNDVIEW CAPITAL, LLC has approximately 12 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROUNDVIEW CAPITAL, LLC

Andrew Shi-Yi Lieu
PRINCETON, NJ
Howard Todd Alter
PRINCETON, NJ
Stephen Kai-Jen Shueh
PRINCETON, NJ
George Edward Andresen
PRINCETON, NJ

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