$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2024
- Office Locations
- 1
Office Locations
-- RYE NY
About Tuliptree Advisors
Tuliptree Advisors is a Rye, NY RIA providing financial planning and ongoing portfolio management, with a stated focus on women on a growth path. The firm builds and rebalances client portfolios primarily with ETFs and cash, and offers planning support including tax, estate, and insurance considerations. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$844.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
ROSANNA PEZZO-BRIZIO
Chief Compliance Officer, President
- CRD
- #4472374
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,982,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,982,110 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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