Decision Tree Investment Advisors LLC

Decision Tree Investment Advisors LLC (CRD# 314366) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://decisiontree.investments
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Decision Tree Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Beavin, financial advisor Longwood FL
Paul T. Beavin
CRD#: 4493059
1207 Landry Circle, Longwood, FL 32750

Paul Beavin (CRD# 4493059) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 21 years of experience in the finance industry.

2
Kevin Wenke, financial advisor Longwood FL
Kevin M. Wenke
CRD#: 4729631
Longwood, FL

Kevin Wenke (CRD# 4729631) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 19 years 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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