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Jeffrey Allen Roush

5TQ CAPITAL, LLC·NAPA, California
Unclaimed Profile
595 COOMBS STREET, NAPA, CA 94559CRD# 1036931Firm CRD# 112552
01

About

Jeffrey Allen Roush is a registered financial advisor based in NAPA, California, affiliated with 5TQ CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
5T WEALTH, LLC
5T WEALTH, LLC
AUM
$216M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 5T WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Regulatory
SEC/IARD CRD# 1036931
Firm CRD# 112552
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Allen Roush offer?
Jeffrey Allen Roush specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPA, California for a consultation.
What are Jeffrey Allen Roush's credentials?
Jeffrey Allen Roush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Allen Roush located?
Jeffrey Allen Roush is based in NAPA, California, working with 5TQ CAPITAL, LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does Jeffrey Allen Roush charge for services?
Jeffrey Allen Roush's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other investment advisory firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 5TQ CAPITAL, LLC?
5TQ CAPITAL, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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