$17.5M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2020
- Office Locations
- 1
Office Locations
-- Bend OR
About Treeline Financial Planning
Treeline Financial Planning is a Bend, OR fee-only RIA providing comprehensive financial planning on an ongoing or project basis, with investment management offered only to planning clients. Portfolios are implemented, monitored, and managed on clients’ behalf and are primarily ETF- and public-fund based. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$17.5M AVG AUM / ADVISOR
$473.8K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
G
GARRETT Benjamin BERGBY
Chief Compliance Officer, Financial Planner, President
- CRD
- #5515774
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,646,224 | -- |
| Non-Discretionary | $1,882,553 | -- |
| Total | $17,528,777 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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