WORLD TREE FINANCIAL, LLC
WORLD TREE FINANCIAL, LLC of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 151663). Regulatory assets under management: $48.0M.
Registration
- CRD: 151663
- SEC file number: 801-70736
- Type: Registered investment adviser
- Location: 1817 BERTRAND DRIVE, UNIT B, LAFAYETTE, LA, 70506
- Phone: 337-504-2918
- Latest filing: 2012-06-06
- Regulatory AUM: $48.0M
- Discretionary AUM: $43.9M
- Non-discretionary AUM: $4.1M
- Clients: 1
- Accounts: 340
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| Brown T Michael | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| GILMORE PRISCILLA ELEANOR | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PERKINS WESLEY KYLE | MANAGING MEMBER | — |
More on this firm