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
2603 Camino Ramon 200, San Ramon, CA 94583
http://www.givingtreewealth.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Giving Tree Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John Kim, financial advisor San Ramon CA
John J. Kim
CRD#: 2399257
2603 Camino Ramon 200, San Ramon, CA 94583

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.

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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