Rooted Financial Group, Llc, OR — Investment Adviser | BuildTrust

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ROOTED FINANCIAL GROUP, LLC

Investment AdviceTIGARD, OR

Assets Under Management

$100.4M

Total AUM

Donut chart: Discretionary 100.4M
Category	Value
Discretionary	100.4M

Adviser Information

Field	Value
CRD Number	335302
SEC Number	801-132354
Street Address	7307 SOUTHWEST BEVELAND ROAD
Street Address 2	SUITE 200
Location	TIGARD, OR 97223
Country	United States
Phone	503-207-2067
Total Employees	2

Client Count by Type (257 Total)

Horizontal bar chart: Individuals (other than H… 238, High Net Worth Individual… 19
Category	Value
Individuals (other than H…	238
High Net Worth Individual…	19