Signal Tree Financial Partners LLC
Firm details
- Headquarters
- Copley, Ohio
- CRD number
- 311871
- Registered since
- November 6, 2024
- Website
- signaltreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.1%
- Individuals9.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Signal Tree Financial Partners LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm advises individuals and families and combines financial planning with portfolio management for individuals and small businesses. Its service model includes selection of outside advisers, signaling a role as a capital allocator that supplements in-house management with third-party managers. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jeff Rovnak
Chief Executive OfficerCRD 3275236
Contacts
3 of 4
Elizabeth Scheiderer
Principal and Senior Financial AdvisorCRD 5422740
James Grable
Associate Financial AdvisorCRD 7555823
Thomas Rumsey
OwnerCRD 7886579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$165M in ETFs
84%
$138M
15%
$27.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $29M | 42,269 | 17.55% |
Location
Copley, OH
Summit
Location
Copley, OH
Headquartered in Copley, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 840 Rothrock Rd
- Time zone
- ET (UTC-5)
- Office locations
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