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Rothschild Financial Partners

EST. AUM
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Firm Details

Metro area Chicago
CRD Number 342696
Website rothschildfp.com
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Overview

Rothschild Financial Partners is a partner-owned, SEC-registered investment adviser based in Oak Brook, Illinois, launched by Rothschild Wealth Partners and Singularity Financial Partners. The firm provides wealth management and financial planning to individuals, families and business owners, while also serving as an operating platform for established advisors and RIA owners by providing compliance, trading, technology and back-office support. The firm has no private-equity ownership; advisors who join become partners and retain control of their client relationships. Since September, three partner firms have joined, with combined client assets expected to reach approximately $750M by year-end. Rothschild Financial Partners targets established practices with at least $150M in client assets.

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Address

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

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