Treehouse Financial, Inc.
Treehouse Financial, Inc. (CRD# 161164) is a financial advisory firm headquartered in , . They manage $1,076,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Treehouse Financial, Inc.
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$134,500
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
SC
Financial Advisors at Treehouse Financial, Inc.
1
Mark Faulkenberry (CRD# 2744722) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Kinards, SC and has over 27 years of experience in the finance industry.
2
Greggory Vaughn (CRD# 6369484) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Gilbert, SC and has over 9 years of experience in the finance industry.
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