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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2019
- Office Locations
- 1
Office Locations
About Valuetree Financial LLC
ValueTree Financial is an Austin-based, fee-only fiduciary RIA providing personalized financial planning and discretionary portfolio management for individuals and families, with a focus on retirement and education goals. Portfolios emphasize broad, globally diversified equity and fixed income exposure, often implemented with ETFs. Clients can complete an online risk-tolerance questionnaire; custody includes Charles Schwab.
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Owner & Executives
Amirthraj Ramakrishnan
Chief Compliance Officer, FOUNDER, Owner, PRINCIPAL OWNER
- CRD
- #7118607
- Ownership
- 75% or more
Jametriss Faggett
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,421,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,421,638 | -- |
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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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