ROOT FINANCIAL PARTNERS of AUSTIN, TX is an SEC-registered investment adviser (CRD 290289). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James Matthew Conole | FOUNDER; FOUNDER / CHIEF EXECUTIVE OFFICER | — |
| Alexandra Rose Addington Stickelman | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Ari Cooper Taublieb | CHIEF GROWTH OFFICER | — |
| Daniel Vance Degheri | CHIEF COMPLIANCE OFFICER | — |
| CONOLE JAMES MATTHEW | FOUNDER; FOUNDER & CCO | — |
| Degheri Daniel Vance | CHIEF COMPLIANCE OFFICER | — |