Stephen
Shueh
Roundview Capital, LLC
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About this Advisor
Stephen Shueh is a financial advisor based in Princeton, New Jersey, working with Roundview Capital, LLC. Stephen has previously held a position at Roundview Capital LLC and is registered to provide services in New Jersey and Texas. Currently, Stephen is part of Roundview Capital, LLC, which operates out of Princeton, New Jersey. The firm has 12 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Roundview Capital, LLC includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Roundview Capital, LLC Brokerage Details
$1,409,985,016
12
1,603
$879,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Stephen Shueh Work History
Roundview Capital LLC
Disclosures
Please visit the SEC profile of Stephen Shueh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Roundview Capital, LLC
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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