FIGTREE FINANCIAL ADVISORS, LLC
other names
- FIGTREE FINANCIAL ADVISORS, LLC
- FIGTREE FINANCIAL ADVISORS
{{ Info.Overview }}
Adviser Profile
| Registration status | Registration Changed to FIGTREE FINANCIAL ADVISORS, LLC |
| As of Date | 08/20/2019 |
| ADV Location | SANTA CLARA, CA, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 20,000,000 |
| of that, discretionary | 2,000,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,538,462 |
| % High Net Worth | 8.20% |
| SMA’s | Yes |
| Private Funds | 0 |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
18M
15M
13M
10M
8M
5M
3M
2019
Private Funds
No private funds