Whitetree Investments
Whitetree Investments (CRD# 173776) is a financial advisory firm headquartered in , . They manage $650,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Whitetree Investments
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$40,625
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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.
NY
Financial Advisors at Whitetree Investments
No Advisor Found.
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