Root Financial Partners

Root Financial Partners (CRD# 290289) is a financial advisory firm headquartered in Solana Beach, CA. They manage $399,221,544 in 1,229 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
125 South Hwy 101 Suite 101, Solana Beach, CA 92075
https://www.instagram.com/rootfinancialpartners/
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $324,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, NY, TX, VA

Financial Advisors at Root Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
James Conole, financial advisor Solana Beach CA
James M. Conole
CRD#: 5958476
125 South Hwy 101 Suite 101, Solana Beach, CA 92075

James Conole (CRD# 5958476) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 10 years of experience in the finance industry.

2
Ari Taublieb, financial advisor Solana Beach CA
Ari C. Taublieb
CRD#: 6751817
125 South Hwy 101 Suite 101, Solana Beach, CA 92075

Ari Taublieb (CRD# 6751817) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 5 years of experience in the finance industry.

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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