Valuetree Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 304226
- Website
- www.valuetreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.91%
- Individuals25.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Valuetree Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fees are charged as a percentage of assets under management and via fixed fees. Valuetree describes itself as a capital allocator, indicating it places client assets with external managers in addition to managing portfolios directly.
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 Equities89%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents2%
Contacts
2 of 2Jametriss Faggett
Registered Financial ProfessionalCRD 8086916
Amirthraj Ramakrishnan
Owner & CCOCRD 7118607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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