Roth Investment Management, LLC

Overview

Roth Investment Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides fee-based services — charging a percentage of assets under management and other fees — and lists financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters among its advisory activities. Regulatory disclosures indicate it is not a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives