James Matthew Conole
Founder / Chief Executive OfficerRoot Financial Partners, LLCCRD 5958476
About James Matthew Conole
James Matthew Conole is listed as Founder / Chief Executive Officer at Root Financial Partners, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Root Financial Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Matthew Conole work?
James Matthew Conole is listed as Founder / Chief Executive Officer at Root Financial Partners, LLC on SEC Form ADV.
How much of Root Financial Partners, LLC does James Matthew Conole own?
Form ADV reports a beneficial ownership band of Over 75%.
Root Financial Partners, LLC
| Title | Founder / Chief Executive Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |