Roush Investment Group

Roush Investment Group (CRD# 151288) is a financial advisory firm headquartered in Fresno, CA. They manage $75,289,708 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2014 Tulare Ave., Suite 608, Fresno, CA 93721
https://www.linkedin.com/company/roush-investment-group/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $588,201
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Roush Investment Group
Showing 1 - 8 of 8 top financial advisors.
1
Richard Roush, financial advisor Fresno CA
Richard A. Roush
CRD#: 1103950
2014 Tulare Ave., Suite 608, Fresno, CA 93721

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.

2
Andrew Wheeler, financial advisor Fresno CA
Andrew C. Wheeler
CRD#: 3220011
2014 Tulare Ave., Suite 608, Fresno, CA 93721

Andrew Wheeler (CRD# 3220011) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has over 24 years of experience in the finance industry.

3
Matthew Defendis, financial advisor Fresno CA
Matthew D. Defendis
CRD#: 7167127
2014 Tulare Ave., Suite 608, Fresno, CA 93721

Matthew Defendis (CRD# 7167127) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has 1 year of experience in the finance industry.

4
Michael Defendis, financial advisor Fresno CA
Michael P. Defendis
CRD#: 7165127
6873 N West Avenue, Suite 101, Fresno, CA 93711

Michael Defendis (CRD# 7165127) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has 1 year of experience in the finance industry.

5
Chris Gutilla, financial advisor Fresno CA
Chris Gutilla
CRD#: 7164879
2014 Tulare Ave., Suite 608, Fresno, CA 93721

Chris Gutilla (CRD# 7164879) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has 1 year of experience in the finance industry.

6
Matthew Harbeck, financial advisor Modesto CA
Matthew B. Harbeck
CRD#: 7263073
1560 Cummins Dr., Modesto, CA 95358

Matthew Harbeck (CRD# 7263073) is an Investment Advisor Representative working at Roush Investment Group in Modesto, CA and has 1 year of experience in the finance industry.

7
Catherine Kahler, financial advisor Fresno CA
Catherine R. Kahler
CRD#: 7364669
2014 Tulare Ave., Suite 608, Fresno, CA 93721

Catherine Kahler (CRD# 7364669) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has 1 year of experience in the finance industry.

8
Geoffrey Roush, financial advisor Fresno CA
Geoffrey A. Roush
CRD#: 7776114
2014 Tulare Ave., Suite 608, Fresno, CA 93721

Geoffrey Roush (CRD# 7776114) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has 1 year 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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