Overview
Assets Under Management: $496 million
Headquarters: SEWICKLEY, PA
High-Net-Worth Clients: 18
Average Client Assets: $27 million
Frequently Asked Questions
ROOTSTOCK INVESTMENT MANAGEMENT, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167665), ROOTSTOCK INVESTMENT MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
ROOTSTOCK INVESTMENT MANAGEMENT, LLC. is headquartered in SEWICKLEY, PA.
ROOTSTOCK INVESTMENT MANAGEMENT, LLC. serves 18 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, ROOTSTOCK INVESTMENT MANAGEMENT, LLC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ROOTSTOCK INVESTMENT MANAGEMENT, LLC. manages $496 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, ROOTSTOCK INVESTMENT MANAGEMENT, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.44
Average High-Net-Worth Client Assets: $27 million
Total Client Accounts: 191
Discretionary Accounts: 173
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 167665
Last Filing Date: 2024-03-27 00:00:00
Website: https://rootstockadvisors.com