ROOTED PLANNING GROUP

10 East Market Street
Corning, New York 14830
Tel: 607-438-2761

About ROOTED PLANNING GROUP

ROOTED PLANNING GROUP, formally registered with the SEC as ROOTED PLANNING GROUP. The firm was established in 03/01/2018. They have over 3 offices throughout the country.

ROOTED PLANNING GROUP is a Corning, New York based Financial Planning firm with nearly $95,722,587 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284120
SEC#	801-112546
Assets Managed by Firm	$95,722,587
No. of Clients	619
No. of Advisors	5

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
Education seminars/workshops
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	619	$95,722,587
Individuals (other than high net worth individuals)	160	$42,191,907
High net worth individuals	97	$51,407,834
Pension and profit sharing plans	Fewer than 5 clients	$2,047,846
Charitable organizations	Fewer than 5 clients	$75,000

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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