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Building 2ROOTED FINANCIAL GROUP, LLC

Map pinTIGARD, OR
Phone503-207-2067
NotebookSEC #801-132354
Total AUM
$108.7M
Employees
3
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7307 SOUTHWEST BEVELAND ROAD
SUITE 200
TIGARD
OR 97223
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-207-2067
Other Offices
1

ReceiptFinancials

Total AUM
$108.7M
Accounts
663
Discretionary
$108.7M
Accounts
663
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
234
AUM
$72.6M
HNW Individual Clients
20
AUM
$36M
Charitable Organization Clients
1
AUM
$42.3K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZORTXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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