Rootstock Advisors
Rootstock Advisors (CRD# 167665) is a financial advisory firm headquartered in Sewickley, PA. They manage $495,865,179 in 191 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management496MILLION
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Total Number of Accounts191ACCOUNTS
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Average Account Value$2,596,153
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Rootstock Advisors
1
Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 31 years of experience in the finance industry.
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