CRD: 311871
Signal Tree Financial Partners LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2021
- Office Locations
- 1
Office Locations
About Signal Tree Financial Partners LLC
Signal Tree Financial Partners is an Ohio-based RIA focused on helping clients plan for lifestyle, legacy, and peace of mind through personalized financial planning and investment planning. The team supports individuals and business owners/entrepreneurs with portfolio construction, asset allocation, and risk management, often using ETF- and mutual fund-based portfolios. Custody includes Charles Schwab, and the firm uses Black Diamond for portfolio reporting.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFF EDWARD ROVNAK
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #3275236
- Ownership
- 50% but less than 75%
DAVID JOHN MASSARE JR
SENIOR FINANCIAL ADVISOR
- CRD
- #4619768
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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James Grable
--
- CRD
- #7555823
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,410,000 | $537,557 |
| Non-Discretionary | $0 | -- |
| Total | $213,410,000 | $537,557 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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