Roth Securities, Inc.

GPTKB entity

Properties (82)
Predicate Object
gptkbp:instanceOf gptkb:Company
gptkbp:acquisition Acquired by a larger firm in 2020
gptkbp:CEO gptkb:George_A._Roth
gptkbp:customerBase High Net Worth Individuals
Institutional Investors
Private Companies
Public Companies
gptkbp:employees 50-100
gptkbp:founded 1997
gptkbp:founder gptkb:Michael_Roth
gptkbp:headquarters gptkb:New_York_City
https://www.w3.org/2000/01/rdf-schema#label Roth Securities, Inc.
gptkbp:industry Financial_Services
gptkbp:location gptkb:United_States
gptkbp:partnerships Various Hedge Funds
Private_Equity_Firms
Venture_Capital_Firms
gptkbp:regulatoryBody gptkb:FINRA
gptkbp:revenue $10 million (2020)
gptkbp:services Asset Management
Estate Planning
Financial Planning
Investment Research
Retirement Planning
Risk Management
Strategic Planning
Tax Planning
Market Analysis
Business Valuation
Cash Management
Due Diligence
Investment Strategy Development
Performance Measurement
Financial Modeling
Derivatives Trading
Investment Advisory
Research Reports
Commodity Trading
Equity Research
Equity Financing
Public Offerings
Trade Finance
Regulatory Reporting
Debt Restructuring
Syndicated Loans
Financial Restructuring
Private Placements
Market Entry Strategy
Structured Finance
Client Reporting
Real Estate Advisory
Exit Strategy Planning
Healthcare Advisory
Technology Advisory
Telecommunications Advisory
Government Advisory
Consumer Advisory
Industrial Advisory
Brokerage_Services
Compliance_Services
Debt_Financing
Family_Office_Services
Foreign_Exchange_Services
Insurance_Services
Portfolio_Management
Valuation_Services
Wealth_Management
Debt_Capital_Markets
Equity_Capital_Markets
Project_Finance
Hedge_Fund_Services
Mergers_and_Acquisitions_Advisory
Corporate_Finance_Advisory
Investment_Fund_Services
Non-Profit_Advisory
Energy_Advisory
Transportation_Advisory
Infrastructure_Advisory
Media_Advisory
gptkbp:subsidiary gptkb:Roth_Capital_Partners
gptkbp:type Investment Banking
gptkbp:website www.roth.com