ROUNDTABLE PLANNING & INVESTMENTS

ROUNDTABLE PLANNING & INVESTMENTS is an SEC-registered investment adviser (CRD 335767). Regulatory assets under management: $3.3M.

Registration

• CRD: 335767
• Type: Registered investment adviser
• Phone: 404-625-5577
• Latest filing: 2026-03-30
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335767 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search