Rooted Financial Group, LLC
Firm details
- Headquarters
- Tigard, Oregon
- CRD number
- 335302
- Registered since
- April 7, 2025
- Website
- rootedfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.8%
- HNWI33.16%
- Charitable Organizations0.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rooted Financial Group, LLC is an independent RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2025) and serves a client base focused on individual and family relationships. Its fee structure combines a percentage-of-AUM model with fixed fees. Rooted does not identify as an active ESG investor, does not operate as a capital allocator, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents3%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tigard, OR
Washington
Location
Tigard, OR
Headquartered in Tigard, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 7307 Sw Beveland Rd
- Time zone
- PT (UTC-8)
- Office locations
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