Transparency is an important part of every advisory relationship. The documents below provide additional information about the firm's services, regulatory filings, and privacy practices.
Roots & Sparrow Form ADV Part 1
Roots & Sparrow's regulatory registration filing with information about the firm's business and advisory activities.
Roots & Sparrow Form ADV Part 2A
Information about Roots & Sparrow's advisory services, fees, investment approach, business practices, and potential conflicts of interest.
Kasandra Reid Form ADV Part 2B
Information about your investment adviser representative, including education, business background, and professional qualifications.
Privacy Notice
An explanation of how client information is collected, used, protected, and shared.
Roots & Sparrow's registration information and public filings are also available through the Investment Adviser Public Disclosure (IAPD) database.