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- Custodian
- Axos · Capital Group · SEI
- Clients
- Retail and Institutional
- Platforms
- Eagle primeFoundation
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Giving Tree Wealth Advisors
Giving Tree Wealth Advisors is a San Ramon, CA RIA focused on purpose-driven wealth planning—helping clients align goals beyond traditional retirement. The firm provides financial planning and portfolio management, with an ETF-centric allocation complemented by fixed income and cash management, and incorporates risk management and socially responsible investing where appropriate. Works with entrepreneurs; custody/platform includes SEI.
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JOHN JUHAN KIM
Managing Partner
- CRD
- #2399257
NICHOLAS VENTIMIGLIO
Managing Partner
- CRD
- #4595708
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Unlock allAssets Under Management
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,330,028 | -- |
| Non-Discretionary | $0 | -- |
| Total | $123,330,028 | -- |
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Separately Managed Accounts
Total SMA Asset: $123,330,028
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $523,333,858 | 20.4% |
| Equity - Exchange | $135,964,189 | 5.3% |
| Cash | $633,644,426 | 24.7% |
| Other | $292,451,273 | 11.4% |
| U.S. Government/Agency | $241,144,033 | 9.4% |
| Corporate - Investment Grade | $341,193,152 | 13.3% |
| Sovereign Bonds | $397,631,117 | 15.5% |
| Total | $2,565,362,048 | 100.0% |