You Tree, LLC

You Tree, LLC (CRD# 312122) is a financial advisory firm headquartered in , . They manage $9,942,500 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $621,406
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at You Tree, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Schleupner, financial advisor Smithsburg MD
Steven Schleupner
CRD#: 4646290
Smithsburg, MD

Steven Schleupner (CRD# 4646290) is an Investment Advisor Representative working at You Tree, LLC in Smithsburg, MD and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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