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Home > Retirement Planners > california > encinitas > ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS
1106 2nd Street
Suite 102
Encinitas, California 92024
Tel: (760) 452-0720
About ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS, formally registered with the SEC as ROOT FINANCIAL PARTNERS. The firm was established in 07/08/2022. They have over 1 offices throughout the country.
ROOT FINANCIAL PARTNERS is a Encinitas, California based Financial Planning firm with nearly $399,221,544 assets under management, offering retirement planning & investment advisory services to 1229 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290289 |
| SEC# | 801-125945 |
| Assets Managed by Firm | $399,221,544 |
| No. of Clients | 1229 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1229 | $399,221,544 |
| Individuals (other than high net worth individuals) | 225 | $99,051,959 |
| High net worth individuals | 124 | $290,816,062 |
| Pension and profit sharing plans | 8 | $9,353,523 |
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