ROTH FINANCIAL PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$460,120,257
Discretionary
$460,120,257
Non-discretionary
$0
Firm details
- CRD number
- 309814
- SEC file number
- 801-119326
- Main office
- KINGWOOD, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.