ROOTED FINANCIAL GROUP, LLC
CRD #335302 SEC #801-132354 TIGARD, OR 503-207-2067
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
2
Clients
0
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $100.4M | $100.4M | $0 | 2 | 0 |
| Sep 2025 | $100.4M | $100.4M | $0 | 2 | 0 |
| Jun 2025 | $100.4M | $100.4M | $0 | 2 | 0 |
DateOct 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0