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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About River Tree Capital Management
River Tree Capital Management is a Bonita Springs, FL registered investment adviser providing financial and investment planning, including tax and estate planning, business succession, and insurance/risk management. The firm uses asset allocation approaches implemented primarily with public funds and ETFs and serves both retail and institutional clients. Custody is reported at Charles Schwab & Co.
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Owner & Executives
DENNIS JASON BARES
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6123824
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,317,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,317,893 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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