FIGTREE FINANCIAL ADVISORS, LLC
other names
- FIGTREE FINANCIAL ADVISORS, LLC
- FIGTREE FINANCIAL ADVISORS
{{ Info.Overview }}
Adviser Profile
| As of Date | 03/18/2026 |
| ADV Location | SANTA CLARA, CA, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | California, Approved, 08/22/2019 |
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| Former registrations | |
| AUM* | 32,196,529 12% |
| of that, discretionary | 32,196,529 12% |
| Private Fund GAV* | 0 |
| Avg Account Size | 189,391 18% |
| % High Net Worth | 37.74% 216% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 408 xxxxxxx |
| Websites |
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
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds