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TRUSTTREE FINANCIAL LLC
CRD 287985
8936 NORTHPOINTE EXECUTIVE PARK DR., STE.260, HUNTERSVILLE, NC, 28078, United States
Phone
754-703-6773
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.0M
Discretionary AUM
$78.0M
Team
2 total employees; 2 advisory reps; 150 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $45.0M |
| High net worth individuals | 50 | $33.0M |
All web addresses on file
Official SEC filing: View on IAPD