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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, SCOTT, MICHAEL | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PERKINS, WESLEY, KYLE | I | MANAGING MEMBER | D | Control |
| PERKINS, WESLEY, KYLE | I | MANAGING MEMBER | D | Control |
| PERKINS, WESLEY, KYLE | I | MANAGING MEMBER | D | Control |
| PERKINS, WESLEY, KYLE | I | MANAGING MEMBER | D | Control |
| GILMORE, PRISCILLA, ELEANOR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GILMORE, PRISCILLA, ELEANOR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GILMORE, PRISCILLA, ELEANOR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GILMORE, PRISCILLA, ELEANOR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
May 15, 2012 REGISTERED
Notice Filings (1)
LA
Address
1817 BERTRAND DRIVEUNIT B
LAFAYETTE, LA 70506
United States
Phone: 337-504-2918