RIA Intelligence

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD #311871 SEC #801-131429 COPLEY, OH (330) 590-5937
SEC Registered
Total AUM
$171.2M
Discretionary
$171.2M
Employees
8
Clients
11
Accounts
320

AUM Over Time

DateSep 2025
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0