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Matthew Douglas Wallack

ROUNDVIEW CAPITAL, LLC·PRINCETON, New Jersey
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182 NASSAU STREET, PRINCETON, NJ 08542-7000CRD# 5494023Firm CRD# 148083
01

About

Matthew Douglas Wallack is a registered financial advisor based in PRINCETON, New Jersey, affiliated with ROUNDVIEW CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ROUNDVIEW CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5494023
Firm CRD# 148083
No disclosures on file
View on FINRA BrokerCheck →

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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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Research
Advisor Fees in New JerseyNational Fee Analysis
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