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ROOTSTOCK ADVISORS
2605 Nicholson Road
Building 5, Suite 5240
Sewickley, Pennsylvania 15143
Tel: 412-205-8822
About ROOTSTOCK ADVISORS
ROOTSTOCK ADVISORS, formally registered with the SEC as ROOTSTOCK ADVISORS. The firm was established in 05/08/2013. They have over 1 offices throughout the country.
ROOTSTOCK ADVISORS is a Sewickley, Pennsylvania based Financial Planning firm with nearly $495,865,179 assets under management, offering retirement planning & investment advisory services to 191 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167665 |
| SEC# | 801-78025 |
| Assets Managed by Firm | $495,865,179 |
| No. of Clients | 191 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 191 | $495,865,179 |
| Individuals (other than high net worth individuals) | 10 | $3,163,659 |
| High net worth individuals | 18 | $483,157,348 |
| Charitable organizations | 3 | $9,544,172 |
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