ROOTED FINANCIAL GROUP, LLC of TIGARD, OR is an SEC-registered investment adviser (CRD 335302). Regulatory assets under management: $108.7M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Thomas James Claud | CHIEF COMPLIANCE OFFICER | — |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| Thomas A Walker | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 5032072067 |