Roush Investment Group

  • Financial Services
  • Fresno CA
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
2014 Tulare Street Suite 608, Fresno CA
Website
theroushgroup.com
Phone
(559) 579-1490
Employees
6
Founded in
2010
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Roush Investment Group

The Roush Group is a small, fee-only Registered Investment Advisor firm based in Fresno, California. With four employees, the firm manages a revenue of $2.5 million. The Roush Group provides objective, transparent investment advice to business owners, their families, and employees in the central valley and central coast regions of California. They specialize in retirement planning and offer a proprietary DCPro Process to help plan sponsors manage 401(k) plan liability and ensure ERISA compliance. The Roush Group is one of fewer than 950 firms in California with an active Accredited Investment Fiduciary® certification, reflecting their commitment to placing client interests above their own. This fiduciary standard aligns with their founding principle of providing fully disclosed investment advice, a value they hold dear. To learn more about how The Roush Group can help you achieve your financial goals, visit their website at theroushgroup.com.

Roush Investment Group Industry Tags

Financial Life Planning
Business Exit Strategies and Succession Planning
Estate and Legacy Planning
Qualified 401(k) Retirement Plans - from Design and Implementation to Administration and Education
Comprehensive Wealth Management for Business Owners
Financial Services
Financial Advisory Services
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Companies Similar to Roush Investment Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Roush Investment Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1M 2 Boynton Beach, FL 2007
1M 7
1M 4 Venice, FL
1M 15 Casper, WY 2018
1M 50 Fresno, CA 1983
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FAQ

What is the location of Roush Investment Group's headquarters?
The headquarters of Roush Investment Group are situated at 2014 Tulare Street Suite 608, Fresno CA
What is Roush Investment Group's phone number?
Roush Investment Group's contact number is (559) 579-1490.
What is Roush Investment Group's official website?
The official website of Roush Investment Group can be found at theroushgroup.com.
What is Roush Investment Group's current revenue?
As of October 2016, Roush Investment Group's annual revenue reached $1B.
How many employees does Roush Investment Group currently have?
Roush Investment Group employs approximately 6+ people as of October 2016
Which industries is Roush Investment Group primarily operating in?
Roush Investment Group operates in the following industries: Finance, Credit
What are Roush Investment Group's industry tags?
Roush Investment Group's industry tags include: Financial Life Planning, Business Exit Strategies and Succession Planning, Estate and Legacy Planning
When was Roush Investment Group founded?
Roush Investment Group was founded in 2010.

Employee Directory

Key Employees

Jessica Roush

Executive Vice President

Phone Email

Isaac Robles

Client Care Representative

Phone Email

Tom Flynn

Director Of Business Development

Phone Email

Richard Roush

Owner & Financial Life Planner

Phone Email