FIGTREE FINANCIAL ADVISORS, LLC

SANTA CLARA, California·1 registered advisor·CRD# 301517
SEC# 801-1151023408-891-3574
01

Firm Overview

AUM
$20M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIGTREE FINANCIAL ADVISORS, LLC

1 registered advisor
Regina Carbajal Legates
SANTA CLARA, California
05

Office Locations

SANTA CLARA, California
1 advisor

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Data sourced from SEC Form ADV filings. FIGTREE FINANCIAL ADVISORS, LLC (CRD# 301517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.