River Tree Capital Management
RIASEC Registered
Total AUM
$26.3M
Discretionary
$26.3M
100% of AUM
Avg account
$387K
Accounts
68
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 165530
- Website
- www.rivertreecm.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.81%
- Individuals18.1%
- Corporations / Businesses2.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
River Tree Capital Management is a small, privately owned corporate RIA that manages portfolios primarily for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses. It does not position itself as an ESG-focused advisor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities38%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Dennis Bares
Portfolio ManagerCRD 6123824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mccann Wealth Strategies,Inc.
RIAState College, PA
AUM $26.3MTEAM 4REPS 2
Haykin Wealth Management, Corp
RIADenver, CO
AUM $26.3MTEAM 2REPS 2
Gorian Investments
RIAAUM $26.3MTEAM 1REPS 1
Emmanuel Capital Management, LLC
RIAAUM $26.3MTEAM 1REPS 1
Mcdonald Hartman Wealth Advisors
RIASanta Monica, CA
AUM $26.3MTEAM 1REPS 1
Planning For Progress
RIAAUM $26.3MTEAM 1REPS 1