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ROOTED WEALTH ADVISORS

Tel: 866.766.8332
389 William Latham R Senior Drive
Bourbonnais, Illinois  60914

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ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS is a Bourbonnais, Illinois based financial advisory firm with nearly $318,346,720 in assets under management and provides investment advisory services for 3276 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

313759

SEC#:

801-121129

No. of Clients:

3276

Assets under Management

$318,346,720

No. of Advisors:

20

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