|
⚲
|
| Keyboard |
| Signal Tree Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 311871 |
| SEC # | 801-131429 |
| CIK # | 0002069337 |
| AUM | 213.4 M (2026-02-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 330-590-5937 |
| Address | 840 Rothrock Road Copley, OH 44321 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Amazon Com Inc | 0.8 | ||
| AbbVie Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 21.1 |
| (b) Individuals (high net worth individuals) | 68 | 192.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 213.4 |
| By Discretionary | ||
| Discretionary | 397 | 213.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 213.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.4 | |
| Total | 397 | 213.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002069337] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Premis Advisors LLC
✚
|
GA | 213.9 M |
|
Global Trust Wealth Management LLC
✚
|
FL | 213.7 M |
|
Coastline Complete Wealth LLC
✚
|
SC | 213.6 M |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 213.6 M |
|
Argyle Capital Partners LLC
✚
|
CA | 213.6 M |
|
Gunn & Company Investment Management Inc
✚
|
FL | 213.5 M |
|
MIAI Inc
✚
|
TX | 213.3 M |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 213.1 M |
|
JE Simmons & Co PC
✚
|
TX | 213.1 M |
|
AIFG Consultants Ltd
✚
|
NY | 213.0 M |