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ROOT FINANCIAL PARTNERS

Tel: (760) 452-0720
1106 2nd Street
Suite 102
Encinitas, California  92024

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ROOT FINANCIAL PARTNERS

ROOT FINANCIAL PARTNERS is a Encinitas, California based financial advisory firm with nearly $399,221,544 in assets under management and provides investment advisory services for 1229 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

290289

SEC#:

801-125945

No. of Clients:

1229

Assets under Management

$399,221,544

No. of Advisors:

15

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