T
$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2005
- Office Locations
- 2
Office Locations
-- Gilbert SC
-- Kinards SC
About Treehouse Financial, INC
Treehouse Financial, Inc. is a South Carolina-based retail RIA (Kinards/Gilbert) providing investment advisory and financial planning. Portfolios are ETF-centric (majority of reported SMA assets), with cash used for liquidity. Founder-led by President Mark Alan Faulkenberry and supported by a two-advisor team.
Team overview
56 AVG AGE
$716.9K AVG AUM / ADVISOR
$179.2K AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
M
MARK ALAN FAULKENBERRY
President
- CRD
- #2744722
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
G
GREGGORY TODD VAUGHN
Financial Planner
- CRD
- #6369484
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,433,700 | -- |
| Total | $1,433,700 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing