Rootson Capital LLC
Firm details
- Headquarters
- North Andover, Massachusetts
- CRD number
- 340459
- Website
- www.rootsoncapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rootson Capital LLC is a Massachusetts-based limited liability company that offers financial planning and discretionary portfolio management to individuals, small businesses, and institutional clients. The firm is registered with the SEC (registration year listed as unknown). Ownership is held by an individual, and compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
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
Contacts
1 of 1
Wei Chen
Principal and Portfolio ManagerCRD 7804111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Andover, MA
Essex
Location
North Andover, MA
Headquartered in North Andover, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 800 Turnpike St
- Time zone
- ET (UTC-5)
- Office locations
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