Mailing Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024
Business Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024 (760) 452-0720
Root Financial Partners, LLC CIK#: 0001977181 (see all company filings)

State location: CA

Filter Results
Search Within Files

(YYYYMMDD)
Ownership?


Enter keywords
Items 1 - 10  0001977181 Filings RSS Feed
Filings Format Description Filing Date File/Film Number
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-25-002341 (34 Act)  Size: 130 KB
2025-04-25 028-23236
25869325
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-25-000622 (34 Act)  Size: 132 KB
2025-01-30 028-23236
25570922
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-24-005281 (34 Act)  Size: 95 KB
2024-11-01 028-23236
241416338
N-PX  Documents Annual Report of proxy voting record of management investment companies
Acc-no: 0001085146-24-003645 (34 Act)  Size: 3 KB
2024-08-09 028-23236
241191649
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-24-003473 (34 Act)  Size: 71 KB
2024-08-05 028-23236
241172478
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-24-001981 (34 Act)  Size: 61 KB
2024-04-24 028-23236
24867080
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-24-000536 (34 Act)  Size: 53 KB
2024-01-30 028-23236
24575313
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-23-003823 (34 Act)  Size: 44 KB
2023-10-19 028-23236
231334041
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-23-002919 (34 Act)  Size: 41 KB
2023-07-27 028-23236
231115012
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001085146-23-002267 (34 Act)  Size: 38 KB
2023-05-12 028-23236
23912886