River Tree Capital Management, Inc.

River Tree Capital Management, Inc. (CRD# 165530) is a financial advisory firm headquartered in , . They manage $4,519,344 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $155,839
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, TX

Financial Advisors at River Tree Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dennis J. Bares
CRD#: 6123824
Bonita Springs, FL
90
Wealthminder
score

Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management, Inc. in Bonita Springs, FL and has over 5 years of experience in the finance industry.

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