R
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2022
- Office Locations
- 1
Office Locations
-- Denton TX
About RED Tree Investments
RED Tree Investments is a Denton-based RIA. The firm has been operating for 4 years. Managing $1.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$76.9K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL J ALLISON
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #2305589
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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