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Building 2WORLD TREE FINANCIAL, LLC

Map pinLAFAYETTE, LA
Phone337-504-2918
NotebookSEC #801-70736
Total AUM
$48M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1817 BERTRAND DRIVE
UNIT B
LAFAYETTE
LA 70506
United States
Operating Hours
9-4 PM
Monday - Friday
Phone
337-504-2918

ReceiptFinancials

Total AUM
$48M
Accounts
340
Discretionary
$43.9M
Accounts
331
Non-Discretionary
$4.1M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEES MAY BE NEGOTIABLE

Shield checkCompliance

Disclosures

None reported

State Registrations
LA

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

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