Rooted Financial Group, LLC

EST. AUM
$108,680,079

CONTACTS
7

CLIENT ACCOUNTS
663

Firm Details

Metro area Portland, OR
CRD Number 335302
Website rootedfinancial.com
Client types

Overview

Rooted Financial Group, LLC D/B/A ROOTED FINANCIAL ADVISORS is a registered investment advisory firm based in Tigard, Oregon. Their mission is to help families and individuals align their money with purpose, achieve meaningful goals, and create lasting impact with confidence.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rooted Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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