This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2016
- Office Locations
- 1
Office Locations
About Rooted Planning Group
Root Property Group acquires and operates mid-sized multifamily residential properties in Chicago’s most promising neighborhoods, using a data-driven approach and hands-on management to drive investor returns. The firm emphasizes high-touch resident service and fast maintenance response, supported by an online resident portal—an operational detail that can matter to partners evaluating execution quality.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMY ELIZABETH IRVINE
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #4868740
- Ownership
- 75% or more
KATRINA MARIE WELKER
Financial Planner, Owner
- CRD
- #5002125
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,991,097 | $200,247 |
| Non-Discretionary | $2,000,884 | $1,000,442 |
| Total | $156,991,981 | $202,309 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing