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Building 2ROTH FINANCIAL PARTNERS LLC

Map pinKINGWOOD, TX
Phone281-973-8816
NotebookSEC #801-119326
Total AUM
$460.1M
Employees
4
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
855 ROCKMEAD DRIVE
SUITE 703
KINGWOOD
TX 77339
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
281-973-8816
Other Offices
1

ReceiptFinancials

Total AUM
$460.1M
Accounts
708
Discretionary
$460.1M
Accounts
708
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$44.4M
HNW Individual Clients
156
AUM
$415.1M
Government Entity Clients
1
AUM
$629K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLANCOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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