Treehouse Financial, Inc.

Treehouse Financial, Inc. (CRD# 161164) is a financial advisory firm headquartered in , . They manage $1,200,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

SC

Financial Advisors at Treehouse Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Greggory T. Vaughn
CRD#: 6369484
Gilbert, SC
88
Wealthminder
score

Greggory Vaughn (CRD# 6369484) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Gilbert, SC and has over 2 years of experience in the finance industry.

2
Mark A. Faulkenberry
CRD#: 2744722
Newberry, SC
68
Wealthminder
score

Mark Faulkenberry (CRD# 2744722) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Newberry, SC and has over 20 years of experience in the finance industry.

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