Blue Tree Financial

Blue Tree Financial (CRD# 315622) is a financial advisory firm headquartered in Winter Park, FL. They manage $1,459,403 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
941 W. Morse Boulevard, Suite 100, Winter Park, FL 32789
https://www.bluetreefi.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $97,294
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Blue Tree Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kelly Berenbaum, financial advisor Winter Park FL
Kelly B. Berenbaum
CRD#: 2499748
Winter Park, FL

Kelly Berenbaum (CRD# 2499748) is an Investment Advisor Representative working at Blue Tree Financial in Winter Park, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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