Giving Tree Wealth Advisors
Giving Tree Wealth Advisors (CRD# 312361) is a financial advisory firm headquartered in San Ramon, CA. They manage $101,162,300 in 277 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts277ACCOUNTS
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Average Account Value$365,207
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Giving Tree Wealth Advisors
1
John Kim (CRD# 2399257) is an Investment Advisor Representative working at Giving Tree Wealth Advisors in San Ramon, CA and has over 30 years of experience in the finance industry.
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