Investment adviser · CRD 307113

ROUND TABLE FINANCIAL

Investment adviser filing (IA)

ROUND TABLE SERVICES, LLC

LITTLE ROCK, AR, United States · Form ADV filed May 16, 2020

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

116 OTTENHEIMER PLAZA, SUITE 1
LITTLE ROCK, AR, 72201, United States

CRD 307113

Filing source

Form ADV 1420550 · May 16, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.