Fig Tree Wealth Management LLC

Fig Tree Wealth Management LLC (CRD# 319194) is a financial advisory firm headquartered in Mountainside, NJ. They manage $18,751,620 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1199 Us 22, Mountainside, NJ 07092
https://www.linkedin.com/company/fig-tree-wealth-management?trk=public_profile_topcard-current-company
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $92,830
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Fig Tree Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Sciortino, financial advisor Mountainside NJ
Daniel F. Sciortino
CRD#: 6001416
1199 Us 22, Mountainside, NJ 07092

Daniel Sciortino (CRD# 6001416) is an Investment Advisor Representative working at Fig Tree Wealth Management LLC in Mountainside, NJ and has over 10 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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