Rood Financial, LLC

Rood Financial, LLC (CRD# 290771) is a financial advisory firm headquartered in Los Angeles, CA. They manage $53,692,154 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2121 Avenue Of The Stars, Suite 800, Los Angeles, CA 90067
http://www.roodfinancial.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $409,864
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rood Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Akhlaghi, financial advisor Sherman Oaks CA
Jennifer R. Akhlaghi
CRD#: 5023502
15260 Ventura Blvd, Suite 1750, Sherman Oaks, CA 91403

Jennifer Akhlaghi (CRD# 5023502) is an Investment Advisor Representative working at Rood Financial, LLC in Sherman Oaks, CA and has over 17 years of experience in the finance industry.

2
Harold Rood, financial advisor Sherman Oaks CA
Harold J. Rood
CRD#: 4011383
15260 Ventura Blvd, Suite 1750, Sherman Oaks, CA 91403

Harold Rood (CRD# 4011383) is an Investment Advisor Representative working at Rood Financial, LLC in Sherman Oaks, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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