Partner · Roundview Capital, LLC
Andrew S. Lieu
CRD 5189147 · Named on Form ADV at one SEC-registered adviser
At a glance
Roundview Capital, LLC, an SEC-registered wealth manager based in Princeton, NJ with $2.1 billion in regulatory assets, lists Andrew S. Lieu on its Form ADV as Partner, a control person.
Firms and roles
- Roundview Capital, LLCPartnerWealth manager · Princeton, NJ · $2.1B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christina S. KeddieChief Compliance Officer, Roundview Capital, LLC
- Howard T. AlterManaging Partner, Roundview Capital, LLC
- Stephen K. ShuehManaging Partner, Roundview Capital, LLC
- Janet G. ChenChief Financial Officer, Roundview Capital, LLC
- Matthew D. WallackChief Investment Officer, Roundview Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.