GIVING TREE WEALTH ADVISORS of SAN RAMON, CA is an SEC-registered investment adviser (CRD 312361). Regulatory assets under management: $138.0M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Nicholas Ventimiglio | ACTIVE; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| John Juhan Kim | ACTIVE | — |