Signal Tree Financial Partners LLC
Signal Tree Financial Partners LLC (CRD# 311871) is a financial advisory firm headquartered in Copley, OH. They manage $67,250,000 in 164 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Signal Tree Financial Partners LLC
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$410,061
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Signal Tree Financial Partners LLC
1
Jeff Rovnak (CRD# 3275236) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has over 24 years of experience in the finance industry.
2
Benjamin Reker (CRD# 7428717) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has 1 year of experience in the finance industry.
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