Home
›
Firms
›
ROOT FINANCIAL PARTNERS, LLC
ROOT FINANCIAL PARTNERS, LLC
ROOT FINANCIAL PARTNERS
ENCINITAS, California
·
2 registered advisors
·
CRD# 290289
SEC# 801-125945
0
(760) 452-0720
01
Firm Overview
AUM
$399M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ROOT FINANCIAL PARTNERS, LLC
2 registered advisors
Daniel Vance Degheri
SOLANA BEACH, California
CRD# 7890344
James Matthew Conole
SOLANA BEACH, California
CRD# 5958476
05
Office Locations
SOLANA BEACH, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ROOT FINANCIAL PARTNERS, LLC (CRD# 290289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.