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MANNA TREE PARTNERS, LLC
MANNA TREE PARTNERS, LLC
VAIL, Colorado
·
6 registered advisors
·
CRD# 299654
SEC# 801-121621
0
970-837-3027
01
Firm Overview
AUM
$563M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at MANNA TREE PARTNERS, LLC
6 registered advisors
Allyson Theobald Patterson
VAIL, Colorado
CRD# 4498441
Ashley Nicole Vaughn
VAIL, Colorado
CRD# 5394187
Brent Lance Drever
VAIL, Colorado
CRD# 4454478
Gabrielle Rubenstein
VAIL, Colorado
CRD# 7042335
Ross Andrew Iverson
VAIL, Colorado
CRD# 7043089
Sarah Jennifer Katherine Cowell
VAIL, Colorado
CRD# 7188741
05
Office Locations
VAIL, Colorado
6 advisors
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Data sourced from SEC Form ADV filings. MANNA TREE PARTNERS, LLC (CRD# 299654) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.