World Tree Financial, LLC
World Tree Financial, LLC (CRD# 151663) is a financial advisory firm headquartered in Lafayette, LA. They manage $45,861,820 in 394 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management46MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$116,401
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at World Tree Financial, LLC
No Advisor Found.
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