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SIGNAL TREE FINANCIAL PARTNERS LLC
CRD 311871 · SEC 801-131429
840 ROTHROCK ROAD, SUITE 201, COPLEY, OH, 44321, United States
Phone
(330) 590-5937
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.4M
Discretionary AUM
$213.4M
Team
7 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $21.1M |
| High net worth individuals | 68 | $192.3M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD