R
$108.7M Total AUM
$108.7M Disc. AUM
-- 3Y CAGR
3 Employees
254 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2025
- Office Locations
- 1
Office Locations
7307 Southwest Beveland Road Suite 200 Tigard OR
About Rooted Financial Group, LLC
Rooted Financial Group, LLC is a Tigard-based RIA. The firm has been operating for 1 years. Managing $108.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$54.3M AVG AUM / ADVISOR
$427.9K AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
ASHLEIGH COOPER SWAYZE
Chief Compliance Officer, COUNSEL
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Thomas A Walker Jr
Managing Member
- CRD
- #5302443
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Miles Andrew Corrigan
--
- CRD
- #8179021
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,680,079 | $163,922 |
| Non-Discretionary | $0 | -- |
| Total | $108,680,079 | $163,922 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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