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Roush Investments, LLC (Fresno)


Roush Investments, LLC is an adviser based in Fresno. It manages $37 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Roush Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roush Investments: assets under management

The assets under management (AUM) of Roush Investments, LLC is $37 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts and $7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.75 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roush Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fresno

The principal office where Roush Investments, LLC performs its advisory services is located at 2014 Tulare Ave., Fresno, CA 93721, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-579-1490 or by fax 559-490-2015. The normal business hours are 7:30am - 5:00am on Monday - Friday. You can find more information about the New York firm at www.roushinvestments.com.


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