The Roth Companies

Financial Services • 4925 Stone Falls Center, Suite A, United States • 1-10 Employees

Company overview

Headquarters	4925 Stone Falls Center, Suite A, O'Fallon, Illinois 62269, US
Phone number	+18005517684
Website	therothcompanies.com
NAICS	52
SIC	628
Keywords	Tax Planning, Insurance Solutions, Wealth Management, Business Advisory, Retirement Planning, Estate Planning, Investment Management, Philanthropy, Business Exit Planning, Financial Caregiving
Founded	2004
Employees	1-10
Socials

Key Contacts at The Roth Companies

Koby Chadick

Director Of Operations, Wealth Management Advisor

Duane Roth

Owner

The Roth Companies Email Formats

The Roth Companies uses 1 email format. The most common is {first initial} (e.g., j@therothcompanies.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@therothcompanies.com	100%

About The Roth Companies

At The Roth Companies, we provide individuals, families, and business owners with holistic wealth management and business advisory services designed to help clients build, grow and protect their wealth through every stage of life. Our advisory services address every financial decision clients face—from investments and estate planning to business strategies and beyond—seamlessly integrating each element into a cohesive, thoughtfully designed plan. In every step, we focus on helping clients create value in their financial lives by becoming better educated, organized, and prepared to realize their unique intentions and maximize their opportunities. We provide comprehensive wealth management services including investment management, estate planning, retirement planning, business advisory and exit planning, risk management and insurance solutions, long-term care planning and tax minimization strategies. We focus on helping individuals, families and business owners avoid irreversible financial mistakes, and develop unique strategies to help accumulate, protect and effectively transfer assets. Our goal is to help nurture a legacy of prosperity and fulfillment for generations to come. Offices in O'Fallon, Illinois and Overland Park, Kansas. Securities offered through United Planners Financial Services, a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through RDA Financial Network, Inc., a Registered Investment Advisor. United Planners, RDA Financial Network, and The Roth Companies, Inc. are separate entities.

The Roth Companies revenue & valuation

Annual revenue	$47,300,000
Revenue per employee	$5,913,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$151,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

The Roth Companies has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

The Roth Companies has never raised funding before.

Frequently asked questions

The Roth Companies is located in 4925 Stone Falls Center, Suite A, US.

You can reach The Roth Companies at +18005517684.

The Roth Companies was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

The Roth Companies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at The Roth Companies

Koby Chadick

Director Of Operations, Wealth Management Advisor

Duane Roth

Owner

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