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Building 2SIGNAL TREE FINANCIAL PARTNERS LLC

Map pinCOPLEY, OH
Phone(330) 590-5937
NotebookSEC #801-131429
Total AUM
$213.4M
Employees
7
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 ROTHROCK ROAD
SUITE 201
COPLEY
OH 44321
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(330) 590-5937
Other Offices
2

ReceiptFinancials

Total AUM
$213.4M
Accounts
397
Discretionary
$213.4M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$21.1M
HNW Individual Clients
68
AUM
$192.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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