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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith catalystMatrix catalyst +more
- Established Date
- 02-24-2022
- Office Locations
- 1
Office Locations
About FIG Tree Wealth Management LLC
Fig Tree Wealth Management is a faith-based RIA providing investment management and comprehensive planning (retirement income, tax and estate, multi-generational and charitable-giving strategies) for individuals, families, business owners and churches. Portfolios emphasize biblically responsible investing, using mutual funds/ETFs and screening out companies that conflict with biblical principles. Founder Daniel Sciortino (CKA, ChFC) is a Dave Ramsey SmartVestor Pro.
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Owner & Executives
DANIEL FERNANDO SCIORTINO
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6001416
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,253,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,253,036 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,253,036
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $531,173,524 | 36.9% |
| Equity - Exchange | $633,377,644 | 44.0% |
| Cash | $274,943,478 | 19.1% |
| Total | $1,439,494,646 | 100.0% |