IRVINE WEALTH PLANNING STRATEGIES, LLC
Legal name: ROOTED PLANNING GROUP
CRD #284120 SEC #801-112546 CORNING, NY 607-438-2761
SEC Registered
Total AUM
$117.7M
Discretionary
$117.7M
Employees
8
Clients
101
Accounts
705
No fee data available. Fee information is extracted from Part 2 brochures.