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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 12, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
ROVNAK, JEFF, EDWARDICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
MASSARE, DAVID, JOHNISENIOR FINANCIAL ADVISORB
MASSARE, DAVID, JOHNISENIOR FINANCIAL ADVISORB
RUMSEY, THOMAS, CIOWNERB
RUMSEY, THOMAS, CIOWNERB
RUMSEY, THOMAS, CIOWNERB

Registrations

Federal

IA
Sep 12, 2025 REGISTERED

Notice Filings (1)

OH

Address

840 ROTHROCK ROAD
SUITE 201
COPLEY, OH 44321
United States
Phone: (330) 590-5937