WORLD TREE FINANCIAL, LLC
CRD #151663 SEC #801-70736 LAFAYETTE, LA 337-504-2918
SEC Registered
Total AUM
$48M
Discretionary
$43.9M
Employees
1
Clients
--
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $48M | $43.9M | $4.1M | 1 | 200 |
| May 2012 | $48M | $43.9M | $4.1M | 1 | 200 |
| Feb 2012 | $48M | $43.9M | $4.1M | 1 | 200 |
| Mar 2011 | $42M | $38.6M | $3.4M | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$48M
Discretionary$43.9M
Non-Disc.$4.1M
Employees1
Clients200
DateMay 2012
Total AUM$48M
Discretionary$43.9M
Non-Disc.$4.1M
Employees1
Clients200
DateFeb 2012
Total AUM$48M
Discretionary$43.9M
Non-Disc.$4.1M
Employees1
Clients200
DateMar 2011
Total AUM$42M
Discretionary$38.6M
Non-Disc.$3.4M
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--