ROA Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3 Greenway Plz Ste 1500, Houston, Texas,...

Phone Number

(713) 402-3855

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About ROA Partners

ROA Partners Inc. is a fee-based financial planning and business planning firm that provides advisory services to privately held businesses and individuals in the greater Houston area. The firm specializes in comprehensive financial solutions, including investment strategies, insurance, and personalized financial planning tailored to clients' needs. ROA Partners aims to build long-term relationships with clients, focusing on understanding their goals and providing concierge-level service. Their target clients include individuals, families, and small business owners seeking to protect and grow their assets.Explore more
Popular SearchesRoa Partners IncRoa PartnersROA2 Partners IncSIC Code 62,628NAICS Code 52,523Show more

ROA Partners Org Chart

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Relationship Manager

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Analista De Investigación

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Adaptation Engagement Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ROA Partners

<$5M
1-10
Private
-
2018
MT
Marie TranRelationship Manager
$5.1M
1-10
Private
-
2015
NH
Nicholas HoangChief of Staff
<$5M
11-50
Private
-
1971
AH
Asad HaiderBranch Manager At Jubilee Family Takaful
<$5M
1-10
Private
-
2014
DD
Derek DregeOwner and Financial Advisor
<$5M
1-10
Private
-
-
JM
Joan MitchellOffice Manager
<$5M
1-10
Private
-
2005
MG
Mark GerdelmannFounding Principal - The Gerdelmann Group. Senior Vice President - Hoffman Financial Group
<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ROA Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ROA Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ROA Partners.

ROA Partners Tech Stack

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Frequently Asked Questions Regarding ROA Partners

What is ROA Partners's official website?
ROA Partners's official website is www.roa-partners.com
What is ROA Partners's Revenue?
ROA Partners's revenue is <$5 Million
What is ROA Partners's SIC code?
ROA Partners's SIC: 62,628
What is ROA Partners's NAICS code?
ROA Partners's NAICS: 52,523
How many employees does ROA Partners have?
ROA Partners has 1-10 employees
What industry does ROA Partners belong to?
ROA Partners is in the industry of: Finance, Securities Trading
What is ROA Partners competition?
ROA Partners top competitors include: Gerdelmann Group/Hoffman Financial Group, David Bodner, Mainsail Advisor Group, Insight Wealth Management
What technology does ROA Partners use?
Some of the popular technologies that ROA Partners uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact ROA Partners?
ROA Partners contact info: Phone number: (713) 402-3855 Website: www.roa-partners.com
What does ROA Partners do?

ROA Partners Inc. is a fee-based financial planning and business planning firm that provides advisory services to privately held businesses and individuals in the greater Houston area. The firm specializes in comprehensive financial solutions, including investment strategies, insurance, and personalized financial planning tailored to clients' needs... . ROA Partners aims to build long-term relationships with clients, focusing on understanding their goals and providing concierge-level service. Their target clients include individuals, families, and small business owners seeking to protect and grow their assets.Read More

Is ROA Partners a public company?
ROA Partners is private company therefore does not currently have an official ticker symbol
See more information about ROA Partners

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