You Tree, LLC
You Tree, LLC (CRD# 312122) is a financial advisory firm headquartered in , . They manage $9,942,500 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
You Tree, LLC
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$621,406
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at You Tree, LLC
1
Steven Schleupner (CRD# 4646290) is an Investment Advisor Representative working at You Tree, LLC in Smithsburg, MD and has over 20 years of experience in the finance industry.
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