Rooted Financial Group, LLC
OwnerRooted Financial Group, LLCCRD 335302
About Rooted Financial Group, LLC
Rooted Financial Group, LLC is listed as Owner at Rooted Financial Group, LLC in Tigard, OR. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Rooted Financial Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Rooted Financial Group, LLC work?
Rooted Financial Group, LLC is listed as Owner at Rooted Financial Group, LLC on SEC Form ADV.
How much of Rooted Financial Group, LLC does Rooted Financial Group, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Rooted Financial Group, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |