ROOTED FINANCIAL GROUP, LLC

CRD 335302 · SEC 801-132354

7307 SOUTHWEST BEVELAND ROAD, SUITE 200, TIGARD, OR, 97223, United States

Phone

503-207-2067

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$108.7M

Discretionary AUM

$108.7M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	234	$72.6M
High net worth individuals	20	$36.0M

AZ, OR, WA, TX

Official SEC filing: View on IAPD