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ROOT FINANCIAL PARTNERS
AUSTIN, TX
(760) 452-0720
SEC #801-125945Total AUM
$2.1B
Employees
65Clients
858Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 BARTON SPRINGS RD
AUSTIN
TX 78704
United States
AUSTIN
TX 78704
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(760) 452-0720
Other Offices
1
Financials
Total AUM
$2.1B
Accounts
4,110Discretionary
$2.1B
Accounts
4,104Non-Discretionary
$6.7M
Accounts
6
Clients
Individual Clients
209AUM
$83.4M
HNW Individual Clients
643AUM
$2.1B
Pension/Profit Sharing Plan Clients
6AUM
$6.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMONCNENHNJNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.