Laurel Tree Advisors, LLC
Laurel Tree Advisors, LLC (CRD# 168704) is a financial advisory firm headquartered in Cleveland, OH. They manage $62,384,295 in 199 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management62MILLION
-
Total Number of Accounts199ACCOUNTS
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Average Account Value$313,489
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Laurel Tree Advisors, LLC
No Advisor Found.
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