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Home > Retirement Planners > texas > houston > ROTH FINANCIAL PARTNERS LLC
ROTH FINANCIAL PARTNERS LLC
855 Rockmead Drive
Suite 703
Kingwood, Texas 77339
Tel: 281-973-8816
About ROTH FINANCIAL PARTNERS LLC
ROTH FINANCIAL PARTNERS LLC, formally registered with the SEC as ROTH FINANCIAL PARTNERS LLC. The firm was established in 08/20/2020. They have over 1 offices throughout the country.
ROTH FINANCIAL PARTNERS LLC is a Kingwood, Texas based Financial Planning firm with nearly $400,671,602 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309814 |
| SEC# | 801-119326 |
| Assets Managed by Firm | $400,671,602 |
| No. of Clients | 725 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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 | 725 | $400,671,602 |
| Individuals (other than high net worth individuals) | 124 | $46,964,973 |
| High net worth individuals | 145 | $352,917,280 |
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