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Adviser Profile

Registration status Registration Changed to SIGNAL TREE FINANCIAL PARTNERS LLC
As of Date 11/08/2024
Adviser Type
Number of Employees 5
of those in investment advisory functions 3
AUM* 134,650,000
of that, discretionary 134,650,000
Private Fund GAV* 0
Avg Account Size 595,796
% High Net Worth 60.00%
SMA’s No
Private Funds 0
Contact Info (33 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees