Green Tree Wealth, Inc
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 331662
- Website
- greentreewealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Green Tree Wealth, Inc. is a private wealth advisory firm organized as a corporation and registered in Oregon. The firm is individually owned and describes itself as a capital allocator that provides financial planning and portfolio management across retail and institutional clients. Core advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 937 Nw Newport Ave
- Time zone
- PT (UTC-8)
- Office locations
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