Laurel Tree Advisors, LLC

Laurel Tree Advisors, LLC (CRD# 168704) is a financial advisory firm headquartered in Cleveland, OH. They manage $29,674,903 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $241,259
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
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.

OH

Financial Advisors at Laurel Tree Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Molly B. Balunek
CRD#: 2841031
29525 Chagrin Blvd, Suite 302, Cleveland, OH 44122
90
Wealthminder
score

Molly Balunek (CRD# 2841031) is an Investment Advisor Representative working at Laurel Tree Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Molly Balunek 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
Alexander I. Rupert
CRD#: 6424144
29525 Chagrin Blvd., Suite 302, Cleveland, OH 44122
88
Wealthminder
score

Alexander Rupert (CRD# 6424144) is an Investment Advisor Representative working at Laurel Tree Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

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