ROOTED FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$108,680,079
Discretionary
$108,680,079
Non-discretionary
$0
Firm details
- CRD number
- 335302
- SEC file number
- 801-132354
- Main office
- TIGARD, OR, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.