CLEARTREE ASSET MANAGEMENT, INC.

CRD 297415

711 S. HOWARD AVENUE, SUITE 200, TAMPA, FL, 33606, United States

Phone

(813) 540-2702

Fax

(813) 333-5935

Registration

— (—)

Source

State registered

Total AUM

$17.3M

Discretionary AUM

$15.4M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	46	$17.3M

Official SEC filing: View on IAPD