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FIG Tree Capital

Headquartered in PASADENA, CA

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Firm Information

FIG Tree Capital is a Registered Investment Adviser with 1 investment advisor representative and $5,339,262 in regulatory assets under management. They provide financial planning and portfolio management services to 17 individuals.

FIG Tree Capital

$5.34M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FIG TREE CAPITAL has a total of 1 branch locations across the country.
location

PASADENA, CA

Advisors at FIG Tree Capital

View All 1 Advisors
Unclaimed
Joseph Bernardo Lora

CFA®, RA

PASADENA, CA

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Disclosures

There are no public disclosures for FIG Tree Capital.

Frequently Asked Questions (5)

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