Gene Root, Cfp

Gene Root, Cfp (CRD# 122624) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $21,200,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
250 Mt. Lebanon Blvd., Suite 203, Pittsburgh, PA 15234
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $176,667
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Gene Root, Cfp
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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