Find prospects like Root Financial
Get a list of similar companies, matched by industry, size and location, ready for outreach.
Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.
Products & Services
About Root Financial
This profile covers Root Financial, a company employing 1-5 people, reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Lake Forest, California, United States and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Root Financial is one of 455,764 Financial companies listed in California.
Business Contact Information
- Phone
- +1 (949) 4809638
- Address
- 22651 Lambert St, Lake Forest, California, 92630, 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
- 5 (1-5)
- Annual Revenue
- $607,000 ($0M-$1M)
Root Financial: frequently asked questions
What does Root Financial do?
This profile covers Root Financial, a company employing 1-5 people, reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Lake Forest, California, United States and operating in Financial Services.
Where is Root Financial located?
Root Financial is headquartered at 22651 Lambert St, Lake Forest, California, 92630, United States.
How many employees does Root Financial have?
Root Financial has about 5 employees (the 1-5 range).
What is Root Financial's annual revenue?
Root Financial's annual revenue is estimated at $607,000 (the $0M-$1M range).
What industry is Root Financial in?
Root Financial is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Root Financial?
Its phone number is +1 (949) 4809638.
Largest companies in California
Largest financial companies
Manufacturing sales in California, 2026
In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
Own this business?
Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.
Prefer email? privacy@facturmfg.com
Add this badge to your website — show visitors you're listed on Factur Data.