TREEHOUSE WEALTH ADVISORS - Financial Advisor in California, Walnut Creek

Tel: 415-887-1416 1600 S Main St. Suite 195 Walnut Creek, California 94596

About TREEHOUSE WEALTH ADVISORS

TREEHOUSE WEALTH ADVISORS is a Walnut Creek, California based financial advisory firm with nearly $184,763,145 in assets under management and provides investment advisory services for 339 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

292016

Firm SEC#:

801-112623

Assets Under Management:

$184,763,145

No. of Clients:

339

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (ADVISORY CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?