Roush Investment Group

Roush Investment Group (CRD# 151288) is a financial advisory firm headquartered in Fresno, CA. They manage $44,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $440,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Roush Investment Group
Showing 1 - 2 of 2 top financial advisors.
1
Brian A. Traverso
CRD#: 4997420
2014 Tulare Ave., Suite 608, Fresno, CA 93721
96
Wealthminder
score

Brian Traverso (CRD# 4997420) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has over 12 years of experience in the finance industry.

2
Richard A. Roush
CRD#: 1103950
2014 Tulare Ave., Suite 608, Fresno, CA 93721
65
Wealthminder
score

Richard Roush (CRD# 1103950) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has over 33 years experience in the finance industry and wealth management. Richard is an expert in 401k plan design and investment management.

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