$17.3M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier radialElement summit
- Established Date
- 07-12-2018
- Office Locations
- 1
Office Locations
711 S. Howard Avenue Suite 200 Tampa FL
About Cleartree Asset Management, Inc.
Cleartree Asset Management, Inc. is a Tampa, FL advisory firm providing asset management and financial planning, including tax and estate planning and insurance guidance, for retail clients such as entrepreneurs and retirees. Portfolios are built primarily with ETFs and emphasize asset allocation, tax-efficient strategies, and optional socially responsible investing, with custody through Charles Schwab.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$377.1K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Matrix Atlas peak
Client Personas
Eagle summit Value element
Custodian
Unison value Unison Alpha Momentum prime
Investment Themes
Focus peak Peak Eagle vector Ember
Investment Vehicles
Oak
Services
Vertex Vital Pioneer meridian Frontier Foundation vital Momentum insight North Prime vertex Radial alpha
Technology
North meridian Unison zenith
Owner & Executives
WILLIAM PATRICK HUSSEY
Chief Compliance Officer, President
- CRD
- #4627544
- Ownership
- 75% or more
(412) 555-7406
zenith.optima@horizoncapital.com
in linkedin.com/in/fusion-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,411,580 | -- |
| Non-Discretionary | $1,933,742 | -- |
| Total | $17,345,322 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,345,322
Equity - Exchange:
32.4% Cash:
25.8% Equity - OTC:
41.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,888,567,910 | 32.4% |
| Cash | $1,503,859,632 | 25.8% |
| Equity - OTC | $2,436,485,762 | 41.8% |
| Total | $5,828,913,304 | 100.0% |