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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2018
- Office Locations
- 1
Office Locations
About Roth Investment Management, LLC
Roth Investment Management is a 100% employee-owned RIA headquartered in Weldon Spring, MO. The firm manages value-oriented global equity portfolios built from thorough fundamental analysis, seeking a margin of safety in companies it believes are undervalued. Portfolios are implemented primarily with ETFs and may include U.S. government/agency bonds, with custody support including Schwab and Interactive Brokers.
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Owner & Executives
BRADY D RITCHEY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5619562
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,446,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,446,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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