Round Hill Securities, Inc. is a large advisory firm based in Alamo. It manages $81.71 million of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Minnesota, Nevada, North Carolina, and Ohio.
Round Hill Securities provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Round Hill Securities, Inc. is $81.71 million. The firm's AUM has grown by 197% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Round Hill Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Jay Holub has been acting as President since 1 Oct 1993. Adam Nicholas Antoniades joined the executive team most recently as the President/Ceo/Director.
The principal office where Round Hill Securities, Inc. performs its advisory services is located at 3191 Danville Blvd., Alamo, CA 94507, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-820-3980 or by fax 925-855-4466. The normal business hours are 7:00 a.m. - 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.roundhill.com.