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
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts66ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MN, TX
Financial Advisors at River Tree Capital Management
1
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.
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