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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