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- Custodian
- Charles Schwab & Company · Hsbc · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2017
- Office Locations
- 2
Office Locations
About Trusttree Financial LLC
TrustTree Financial is an independent, fiduciary RIA providing comprehensive financial planning and in-house investment management for individuals pursuing financial independence. Portfolios are personalized to client preferences and risk profiles, with a focus on risk management and consistent progress across market cycles. In SMA accounts, allocations skew to ETFs with some use of private funds; primary custody includes Schwab.
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Owner & Executives
BRANDON RICHARD OPRE
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2654179
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL K TURADILOK
Financial Advisor, General Partner
- CRD
- #2603666
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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