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Round Table Investment Strategies
ROUND TABLE INVESTMENT STRATEGIES, LLC is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $89 million in...
Overview
ROUND TABLE INVESTMENT STRATEGIES, LLC is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $89 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What type of assets does Round Table Investment Strategies typically invest in?
The firm has not published an asset allocation or investment policy. Single-family offices of this kind commonly manage diversified pools including public equities, fixed income, private funds, direct private investments, and real property. Without source documentation, no specific sector or asset-class concentration can be confirmed.
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