Deeproot Advisory Services, LLC

Deeproot Advisory Services, LLC (CRD# 167198) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,105,300 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $526,325
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Deeproot Advisory Services, LLC
No Advisor Found.
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