Two Tree Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331906
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Two Tree Financial, LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm is registered in South Carolina and Utah and reports that it acts as a capital allocator, engaging third‑party managers as part of its offering. Fee arrangements combine a percentage of assets under management with fixed‑fee services. Core advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops; pension consulting services are also listed among its advisory capabilities. Two Tree Financial does not identify as an active ESG investor.
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
Asset composition
- Non-Exchange Traded Equities37%
- Other27%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds14%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations