ROOT FINANCIAL PARTNERS, LLC
Doing business as ROOT FINANCIAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$2,147,774,389
Discretionary
$2,141,036,560
Non-discretionary
$6,737,829
Firm details
- CRD number
- 290289
- SEC file number
- 801-125945
- Main office
- AUSTIN, TX, United States
- Employees
- 65
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.