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Building 2ROOTSTOCK ADVISORS

Map pinSEWICKLEY, PA
Phone412-205-8822
NotebookSEC #801-78025
Total AUM
$495.9M
Employees
3
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2605 NICHOLSON ROAD
BUILDING 5, SUITE 5240
SEWICKLEY
PA 15143
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
412-205-8822

ReceiptFinancials

Total AUM
$495.9M
Accounts
191
Discretionary
$397.2M
Accounts
173
Non-Discretionary
$98.6M
Accounts
18

ContactClients

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Individual Clients
10
AUM
$3.2M
HNW Individual Clients
18
AUM
$483.2M
Charitable Organization Clients
3
AUM
$9.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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