GREEN TREE WEALTH, INC
Firm details
- Headquarters
- BEND, Oregon
- CRD number
- 331662
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Green Tree Wealth, Inc. operates as a corporation focused on providing a range of financial advisory services. The firm offers financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. With a client-centric approach, Green Tree Wealth emphasizes tailored investment strategies, although it does not actively engage in ESG investing. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in client billing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JACOB GREEN
Founder & PresidentCRD 7533153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEND, OR
DESCHUTES
Location
BEND, OR
Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- DESCHUTES
- Address
- 937 NW Newport Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
AXIA WEALTH MANAGEMENT INC
RIABEND, OR
STRATEGY CAP, LLC
RIABEND, OR
STRATEGIC WEALTH MANAGEMENT, LLC
RIABEND, OR
THALASSA CAPITAL LLC
RIABEND, OR
2260 WEST
RIABEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
RIABEND, OR