Valuetree Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 304226
- Website
- www.valuetreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.91%
- Individuals25.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Valuetree Financial LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It describes itself as a capital allocator and charges fees on a percentage-of-assets basis and via fixed fees. Valuetree does not identify as an active ESG investor, and its filing does not list pension consulting or multi-state adviser status.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities89%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Amirthraj Ramakrishnan
Owner & CCOCRD 7118607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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