Trusttree Financial LLC

Trusttree Financial LLC (CRD# 287985) is a financial advisory firm headquartered in Huntersville, NC. They manage $50,000,000 in 300 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $166,667
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Trusttree Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brandon R. Opre
CRD#: 2654179
8936 Northpointe Executive Park Dr., Ste.260, Huntersville, NC 28078

Brandon Opre (CRD# 2654179) is an Investment Advisor Representative working at Trusttree Financial LLC in Huntersville, NC and has over 28 years of experience in the finance industry.

2
Paul K. Turadilok
CRD#: 2603666
110 Se 6th Street, Ste. 1700, Fort Lauderdale, FL 33301

Paul Turadilok (CRD# 2603666) is an Investment Advisor Representative working at Trusttree Financial LLC in Fort Lauderdale, FL and has over 28 years of experience in the finance industry.

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