Rootstock Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

100 W Station Square Dr Ste 1900, Pittsb...

Phone Number

(412) 205-8817

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Rootstock Wealth Advisors

Rootstock Wealth Advisors offers smart and trustworthy wealth management specifically designed for individuals and families with investable assets of five million or more. They provide objective and independent counsel, aiming to build lasting client relationships while maintaining fairness, honesty, transparency, and accountability in their services. By eliminating commissions and conflicts of interest, they work to increase asset returns and reduce costs, ensuring clients retain more wealth. Rootstock is fully privately owned by its associates, ensuring that all advice is unbiased and agenda-free.Explore more
Rootstock Wealth Advisors's Social MediaPopular SearchesRootstock Wealth AdvisorsRootstock Investment Management LLCRootstock AdvisorsRootstock Investment ManagementRootstock InvestmentSIC Code 62,628NAICS Code 52,523Show more

Rootstock Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rootstock Wealth Advisors

<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rootstock Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Rootstock Wealth Advisors Tech Stack

A closer look at the technologies used by Rootstock Wealth Advisors

Rootstock Wealth Advisors News & Media

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Frequently Asked Questions Regarding Rootstock Wealth Advisors

What is Rootstock Wealth Advisors's official website?
Rootstock Wealth Advisors's official website is www.rootstockadvisors.com
What is Rootstock Wealth Advisors's Revenue?
Rootstock Wealth Advisors's revenue is <$5 Million
What is Rootstock Wealth Advisors's SIC code?
Rootstock Wealth Advisors's SIC: 62,628
What is Rootstock Wealth Advisors's NAICS code?
Rootstock Wealth Advisors's NAICS: 52,523
How many employees does Rootstock Wealth Advisors have?
Rootstock Wealth Advisors has 1-10 employees
What industry does Rootstock Wealth Advisors belong to?
Rootstock Wealth Advisors is in the industry of: Finance, Securities Trading
What is Rootstock Wealth Advisors competition?
Rootstock Wealth Advisors top competitors include: Pillar Wealth Management, CastleKeep Investment Advisors, Meridian Wealth Advisors, Wealth Advisory Services
What companies has Rootstock Wealth Advisors acquired?
Rootstock Wealth Advisors has acquired the companies: RAIT Financial Trust, Taberna Realty Finance Trust, Brightworth, Budros Ruhlin & Roe
What technology does Rootstock Wealth Advisors use?
Some of the popular technologies that Rootstock Wealth Advisors uses are: PHP, Cloudflare Website Optimization, Google Universal Analytics, Adobe Typekit
How do I contact Rootstock Wealth Advisors?
Rootstock Wealth Advisors contact info: Phone number: (412) 205-8817 Website: www.rootstockadvisors.com
What does Rootstock Wealth Advisors do?

Rootstock Wealth Advisors offers smart and trustworthy wealth management specifically designed for individuals and families with investable assets of five million or more. They provide objective and independent counsel, aiming to build lasting client relationships while maintaining fairness, honesty, transparency, and accountability in their servic... es. By eliminating commissions and conflicts of interest, they work to increase asset returns and reduce costs, ensuring clients retain more wealth. Rootstock is fully privately owned by its associates, ensuring that all advice is unbiased and agenda-free.Read More

What are Rootstock Wealth Advisors social media links?
Rootstock Wealth Advisors Linkedin page
Is Rootstock Wealth Advisors a public company?
Rootstock Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Rootstock Wealth Advisors

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