Trusttree Financial LLC
Trusttree Financial LLC (CRD# 287985) is a financial advisory firm headquartered in Huntersville, NC. They manage $52,000,000 in 325 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$160,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, TX
Financial Advisors at Trusttree Financial LLC
1
Brandon Opre (CRD# 2654179) is an Investment Advisor Representative working at Trusttree Financial LLC in Huntersville, NC and has over 28 years of experience in the finance industry.
2
Paul Turadilok (CRD# 2603666) is an Investment Advisor Representative working at Trusttree Financial LLC in Fort Lauderdale, FL and has over 29 years of experience in the finance industry.
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