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Products & Services
About Dan Roth
This profile covers Dan Roth, a company classified under Portfolio Management and Investment Advice, based in Tequesta, Florida, United States, operating in Financial Services, employing 6-10 people and reporting $1M-$5M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Dan Roth is one of 424,069 Financial companies listed in Florida.
Business Contact Information
- Address
- 110 Bridge Rd, Tequesta, Florida, 33469, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 8 (6-10)
- Annual Revenue
- $1.8M ($1M-$5M)
Dan Roth: frequently asked questions
What does Dan Roth do?
This profile covers Dan Roth, a company classified under Portfolio Management and Investment Advice, based in Tequesta, Florida, United States, operating in Financial Services, employing 6-10 people and reporting $1M-$5M in annual revenue.
Where is Dan Roth located?
Dan Roth is headquartered at 110 Bridge Rd, Tequesta, Florida, 33469, United States.
How many employees does Dan Roth have?
Dan Roth has about 8 employees (the 6-10 range).
What is Dan Roth's annual revenue?
Dan Roth's annual revenue is estimated at $1.8M (the $1M-$5M range).
What industry is Dan Roth in?
Dan Roth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Dan Roth?
Its website is palmbeachfinancialplanner.com.
Largest companies in Florida
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Manufacturing sales in Florida, 2026
In Florida, Factur's 2026 study counted 54 manufacturing quotes worth $10.7M and 9 purchase orders over 12 months: 17% of quotes became orders, against 21% nationally. See the Florida data.
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