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ROOTSTOCK ADVISORS
Tel: 412-205-8822
2605 Nicholson Road Building 5, Suite 5240
Sewickley, Pennsylvania 15143
ROOTSTOCK ADVISORS
ROOTSTOCK ADVISORS is a Sewickley, Pennsylvania based financial advisory firm with nearly $495,865,179 in assets under management and provides investment advisory services for 191 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
167665
SEC#:
801-78025
No. of Clients:
191
Assets under Management
$495,865,179
No. of Advisors:
3
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