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) 402-3855Website
www.roa-partners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
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
SR
Analista De Investigación
AB
Adaptation Engagement Specialist
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2005
MG
Mark GerdelmannFounding Principal - The Gerdelmann Group. Senior Vice President - Hoffman Financial Group
Company Profile Activity
Activity Insights
ROA Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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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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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... Read More
