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Building 2ROTH ASSET MANAGEMENT, INC.

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Phone206-780-5550
NotebookSEC #801-71086
Total AUM
$132M
Employees
1
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
206-780-5550

ReceiptFinancials

Total AUM
$132M
Accounts
58
Discretionary
$132M
Accounts
58
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$2.6M
HNW Individual Clients
23
AUM
$101M
Pension/Profit Sharing Plan Clients
14
AUM
$0
Charitable Organization Clients
1
AUM
$3.9M
Corporation or Business Clients
1
AUM
$24.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

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

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