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James Matthew Conole

ROOT FINANCIAL PARTNERS, LLC·SOLANA BEACH, California
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125 SOUTH HWY 101 SUITE 101, SOLANA BEACH, CA 92075CRD# 5958476Firm CRD# 290289
01

About

James Matthew Conole is a registered financial advisor based in SOLANA BEACH, California, affiliated with ROOT FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROOT FINANCIAL PARTNERS, LLC
ROOT FINANCIAL PARTNERS
AUM
$399M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ROOT FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5958476
Firm CRD# 290289
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Matthew Conole offer?
James Matthew Conole specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.
What are James Matthew Conole's credentials?
James Matthew Conole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Conole located?
James Matthew Conole is based in SOLANA BEACH, California, working with ROOT FINANCIAL PARTNERS, LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does James Matthew Conole charge for services?
James Matthew Conole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROOT FINANCIAL PARTNERS, LLC?
ROOT FINANCIAL PARTNERS, LLC has approximately 15 employees and manages $399M 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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