Tree Fort Financial, Inc.

Tree Fort Financial, Inc. (CRD# 130087) is a financial advisory firm headquartered in , . They manage $10,560,000 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/tree-fort-financial-1380637958924005
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $49,577
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Tree Fort Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jacquelin Liautaud, financial advisor Chicago IL
Jacquelin M. Liautaud
CRD#: 6386475
Chicago, IL

Jacquelin Liautaud (CRD# 6386475) is an Investment Advisor Representative working at Tree Fort Financial, Inc. in Chicago, IL and has over 9 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