Tree Fort Financial, Inc.

Tree Fort Financial, Inc. (CRD# 130087) is a financial advisory firm headquartered in , . They manage $4,500,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $72,581
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

IL

Financial Advisors at Tree Fort Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey T. Liautaud
CRD#: 3165992
Chicago, IL
93
Wealthminder
score

Jeffrey Liautaud (CRD# 3165992) is an Investment Advisor Representative working at Tree Fort Financial, Inc. in Chicago, IL and has over 17 years of experience in the finance industry.

2
Jacquelin M. Liautaud
CRD#: 6386475
Chicago, IL
88
Wealthminder
score

Jacquelin Liautaud (CRD# 6386475) is an Investment Advisor Representative working at Tree Fort Financial, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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