Juniper Tree Investments LLC
Juniper Tree Investments LLC (CRD# 174906) is a financial advisory firm headquartered in , . They manage $13,000,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$162,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Gillette (CRD# 2102353) is an Investment Advisor Representative working at Juniper Tree Investments LLC in Pocatello, ID and has over 27 years of experience in the finance industry. Robert Gillette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Gillette (CRD# 2903751) is an Investment Advisor Representative working at Juniper Tree Investments LLC in Pocatello, ID and has over 20 years of experience in the finance industry.