ROOT FINANCIAL PARTNERS
Tel: (760) 452-0720 1106 2nd Street Suite 102 Encinitas, California 92024
About 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
Firm CRD#:
290289
Firm SEC#:
801-125945
Assets Under Management:
$399,221,544
No. of Clients:
1229
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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