Roth Investment Management, LLC

Overview

Roth Investment Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It serves a client base primarily composed of individuals and families, employing a fee structure that includes a percentage of assets under management along with other fees. While the firm does not actively engage in environmental, social, and governance (ESG) investing, it does allocate to third-party external alternative investment asset managers and utilizes mutual funds as part of its investment strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices