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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2020
- Office Locations
- 1
Office Locations
About True Root Financial
True Root Financial is a San Francisco-based fiduciary, fee-only RIA providing comprehensive financial and investment planning plus ongoing portfolio management. Plans integrate taxes, insurance, cash flow, savings and employee benefits, with customized portfolios aligned to client goals; socially responsible options are available. Led by founder Roshani Pandey (ex-Goldman Sachs, BlackRock). Custody includes Charles Schwab.
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Platform
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Owner & Executives
ROSHANI PANDEY
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4746053
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,199,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,199,487 | -- |
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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 |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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