FIG Tree Capital
RIAState Registered
Total AUM
$8.7M
Discretionary
$8.7M
100% of AUM
Avg account
$167K
Accounts
52
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288112
- Website
- www.figtreecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FIG Tree Capital is a single-owner, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services directed at individuals and small-business owners. It is not positioned as a multi-state adviser, does not emphasize ESG investing, and does not list pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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