Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
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 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds