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ROUNDTABLE HEALTHCARE MANAGEMENT, INC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
LAKE FOREST, Illinois
·
14 registered advisors
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CRD# 161235
SEC# 801-73397
0
847-739-3200
01
Firm Overview
AUM
$3.0B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC
14 registered advisors
Andrew Bennett Hochman
LAKE FOREST, Illinois
CRD# 3239244
Barbara Maloney Sullivan
LAKE FOREST, Illinois
CRD# 7244974
Bernadette Lee Legarreta
LAKE FOREST, Illinois
CRD# 7994253
David J. Koo
LAKE FOREST, Illinois
CRD# 2783236
James Edgar Utts
LAKE FOREST, Illinois
CRD# 6028469
James Philip Stauner
LAKE FOREST, Illinois
CRD# 6028461
Joseph Francis Damico
LAKE FOREST, Illinois
CRD# 6028444
Leonard Gerard Kuhr
LAKE FOREST, Illinois
CRD# 6028447
Lester Benjamin Knight
LAKE FOREST, Illinois
CRD# 6028440
Pierre Frechette
LAKE FOREST, Illinois
CRD# 6622705
Richard Clifton Adloff
LAKE FOREST, Illinois
CRD# 6622692
Richard Craig Collister
LAKE FOREST, Illinois
CRD# 2609897
Thomas Philip Kapfer
LAKE FOREST, Illinois
CRD# 6622698
Timothy John Connors
LAKE FOREST, Illinois
CRD# 7718792
05
Office Locations
LAKE FOREST, Illinois
14 advisors
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Data sourced from SEC Form ADV filings. ROUNDTABLE HEALTHCARE MANAGEMENT, INC (CRD# 161235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.