Root Financial Partners is an investment advisor in Solana Beach with $187.54 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
822845333
SEC advisor number
801-125945
FINRA CRD number
290289
AUM ?
$399.22 mm
(as of 25 Apr 24)
Accounts
1,229
(as of 25 Apr 24)
Employees
15
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23