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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $162,500
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, ID

Financial Advisors at Juniper Tree Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Gillette
CRD#: 2102353
Pocatello, ID
96
Wealthminder
score

Robert Gillette (CRD# 2102353) is an Investment Advisor Representative working at Juniper Tree Investments LLC in Pocatello, ID and has over 25 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.

2
Ryan E. Gillette
CRD#: 2903751
Pocatello, ID
93
Wealthminder
score

Ryan Gillette (CRD# 2903751) is an Investment Advisor Representative working at Juniper Tree Investments LLC in Pocatello, ID and has over 19 years of experience in the finance industry.

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