River Tree Capital Management

River Tree Capital Management (CRD# 165530) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $19,777,522 in 66 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
27499 Riverview Center Blvd., Suite 410, Bonita Springs, FL 34134
https://www.linkedin.com/in/dennis-bares-a0b28521
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $299,659
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
The map below shows states where this firm has explicit registration only.

FL, MN, TX

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

Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management in Bonita Springs, FL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals