ROOTSTOCK INVESTMENT MANAGEMENT, LLC.

ROOTSTOCK ADVISORS

SEWICKLEY, Pennsylvania·1 registered advisor·CRD# 167665

SEC# 801-780250412-205-8822

Firm Overview

AUM

$496M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at ROOTSTOCK INVESTMENT MANAGEMENT, LLC.

1 registered advisor

Gregory James Simpson

SEWICKLEY, Pennsylvania

CRD# 2281029

Office Locations

SEWICKLEY, Pennsylvania

1 advisor

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Data sourced from SEC Form ADV filings. ROOTSTOCK INVESTMENT MANAGEMENT, LLC. (CRD# 167665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.