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Figtree Financial Advisors, LLC

Figtree Financial Advisors, LLC. CRD 301517

Figtree Financial Advisors, LLC logo

CRD: 301517

Figtree Financial Advisors, LLC

Santa Clara, CA, 95054
4088913574
www.figtreeadvisors.com
$32.2M Total AUM
$32.2M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
04-26-2019
Office Locations
1

Office Locations

5201 Great America Parkway Suite 320 Santa Clara CA

About Figtree Financial Advisors, LLC

FigTree Financial Advisors is an independent, fiduciary RIA focused on retirement planning for individuals and families nearing or in retirement. The firm pairs personalized, non-cookie-cutter plans with ongoing investment management and comprehensive planning, using a proven process to align portfolios with client values and goals. Investment implementation is largely via ETFs and public funds, with custody at Charles Schwab. Advisors bring 20+ years of experience.

Team overview

47 AVG AGE
$16.1M AVG AUM / ADVISOR
$607.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Capital fusion Capital zenith Glacier Pioneer legacy North Vertex matrix

Client Personas

Pioneer

Custodian

Vertex delta

Investment Themes

North vertex Delta foundation

Investment Vehicles

Oak quantum Timber

Platform

Focus vector

Services

Zenith Delta Ridge insight Vital Radial Legacy Frontier north Peak signal

Owner & Executives

REGINA CARBAJAL LEGATES

REGINA CARBAJAL LEGATES

Chief Compliance Officer, Managing Member

CRD
#3007598
Ownership
75% or more
(709) 490-1024
crest.unison@bridgecapital.com
in linkedin.com/in/delta-summit

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Contacts

MARJORIE CASEM CARBAJAL

MARJORIE CASEM CARBAJAL

--

CRD
#4759556
(856) 398-1801
atlas.beacon@crestcapital.com
in linkedin.com/in/matrix-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-09-2019
Category Assets AVG. Account size
Discretionary $32,196,529 $153,846
Non-Discretionary $0 $151,261
Total $32,196,529 $151,515

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Separately Managed Accounts

Total SMA Asset: $32,196,529

$32.2M Total SMA
Equity - Exchange:
11.3%
Public Funds:
16.5%
Cash:
47.8%
U.S. Government/Agency:
24.4%
Asset class Assets Assets %
Equity - Exchange $328,138,070 11.3%
Public Funds $479,139,660 16.5%
Cash $1,388,053,077 47.8%
U.S. Government/Agency $708,545,923 24.4%
Total $2,903,876,730 100.0%

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