GIVING TREE WEALTH ADVISORS

RIASEC Registered

Total AUM

$123M

Discretionary

$123M

100% of AUM

Avg account

$551K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: SAN RAMON, California
CRD number: 312361
Website: www.givingtreewealth.com
Custodians: AXOS ADVISORS SERVICES, SEI INVESTMENTS DISTRIBUTION CO., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.45%
Individuals35.53%
Pension & Profit Sharing Plans3.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Giving Tree Wealth Advisors is an independent, partnership-structured RIA that serves individual, family and some institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. It also functions as an insurance broker and lists an affiliation with an insurance company. Fee arrangements include percentage-of-AUM billing and hourly charges. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser.