Rothschild Financial Partners, LLC
Firm details
- Headquarters
- Oak Brook, Illinois
- CRD number
- 342696
- Registered since
- June 22, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rothschild Financial Partners, LLC is a limited liability company registered with the SEC in 2026. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It identifies itself as a capital allocator and as a related adviser, and lists affiliations that include a broker-dealer and other investment adviser relationships. Ownership is noted as a combination of a domestic entity and individual ownership. Its billing options include percentage-of-AUM fees, hourly charges, and fixed fees.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Oak Brook, IL
Du Page
Location
Oak Brook, IL
Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 700 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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