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Products & Services
About roundtablewealthpartners.com
This profile covers roundtablewealthpartners.com, a company based in Rochester, Minnesota, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). roundtablewealthpartners.com is one of 52,582 Financial companies listed in Minnesota.
Business Contact Information
- Phone
- +1 (507) 3612004
- Website
- roundtablewealthpartners.com
- Address
- 320 Alliance Pl NE, Rochester, Minnesota, 55906, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 7 (6-10)
- Annual Revenue
- $1.1M ($1M-$5M)
roundtablewealthpartners.com: frequently asked questions
What does roundtablewealthpartners.com do?
This profile covers roundtablewealthpartners.com, a company based in Rochester, Minnesota, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Where is roundtablewealthpartners.com located?
roundtablewealthpartners.com is headquartered at 320 Alliance Pl NE, Rochester, Minnesota, 55906, United States.
How many employees does roundtablewealthpartners.com have?
roundtablewealthpartners.com has about 7 employees (the 6-10 range).
What is roundtablewealthpartners.com's annual revenue?
roundtablewealthpartners.com's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is roundtablewealthpartners.com in?
roundtablewealthpartners.com is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact roundtablewealthpartners.com?
Its website is roundtablewealthpartners.com and its phone number is +1 (507) 3612004.
What companies are similar to roundtablewealthpartners.com?
Other large financial companies in Minnesota include UnitedHealth Group Inc, United HealthCare Services Inc, US Bank and Arch Capital.
Largest financial companies in Minnesota
Largest financial companies
Manufacturing sales in Minnesota, 2026
In Minnesota, Factur's 2026 study counted 32 manufacturing quotes worth $307K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Minnesota data.
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