Root Financial Partners, LLC

Entity
Company
Business address
1106 2 Nd Street, Suite 102, 92024 Encinitas, CA
Phone
(760) 452-0720
Signature 13F
Alexandra Stickelman - CCO / COO
All SEC filings
View on sec.gov
Root Financial Partners, LLC has filed 12 SEC EDGAR filings since 5/12/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-23236
13F-HR Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-23236
13F-HR Open Document Open Filing Apr 25, 2025 Mar 31, 2025 028-23236
13F-HR Open Document Open Filing Jan 30, 2025 Dec 31, 2024 028-23236
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-23236
N-PX Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-23236
13F-HR Open Document Open Filing Aug 5, 2024 Jun 30, 2024 028-23236
13F-HR Open Document Open Filing Apr 24, 2024 Mar 31, 2024 028-23236
13F-HR Open Document Open Filing Jan 30, 2024 Dec 31, 2023 028-23236
13F-HR Open Document Open Filing Oct 19, 2023 Sep 30, 2023 028-23236
13F-HR Open Document Open Filing Jul 27, 2023 Jun 30, 2023 028-23236
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-23236