Roth Financial Partners LLC

Roth Financial Partners LLC (CRD# 309814) is a financial advisory firm headquartered in Kingwood, TX. They manage $362,974,627 in 721 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
855 Rockmead Drive, Suite 703, Kingwood, TX 77339
https://www.rothfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $503,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, LA, NC, TX

Financial Advisors at Roth Financial Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Johnson, financial advisor Kingwood TX
Eric A. Johnson
CRD#: 6771240
855 Rockmead Drive, Suite 703, Kingwood, TX 77339

Eric Johnson (CRD# 6771240) is an Investment Advisor Representative working at Roth Financial Partners LLC in Kingwood, TX and has over 6 years of experience in the finance industry.

2
James Roth, financial advisor Kingwood TX
James A. Roth
CRD#: 5814006
855 Rockmead Drive, Suite 703, Kingwood, TX 77339

James Roth (CRD# 5814006) is an Investment Advisor Representative working at Roth Financial Partners LLC in Kingwood, TX and has over 10 years of experience in the finance industry.

3
Peter Roth, financial advisor Kingwood TX
Peter B. Roth
CRD#: 1201110
855 Rockmead Drive, Suite 703, Kingwood, TX 77339

Peter Roth (CRD# 1201110) is an Investment Advisor Representative working at Roth Financial Partners LLC in Kingwood, TX and has over 40 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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