GREEN TREE WEALTH, INC

GREEN TREE WEALTH, INC of BEND, OR is an SEC-registered investment adviser (CRD 331662).

Registration

• CRD: 331662
• Type: Registered investment adviser
• Location: 937 NW NEWPORT AVE, BEND, OR, 97703
• Phone: 541-550-7443
• Latest filing: 2024-06-04
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search