ROOTED WEALTH ADVISORS
Tel: 866.766.8332 389 William Latham R Senior Drive Bourbonnais, Illinois 60914
About 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
Firm CRD#:
313759
Firm SEC#:
801-121129
Assets Under Management:
$318,346,720
No. of Clients:
3276
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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