Gene Root, Cfp
Gene Root, Cfp (CRD# 122624) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $18,456,600 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$769,025
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses