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FIGTREE FINANCIAL ADVISORS, LLC
CRD 301517 · SEC 801-115102
5201 GREAT AMERICA PARKWAY, SUITE 320, SANTA CLARA, CA, 95054, United States
Phone
408-891-3574
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.2M
Discretionary AUM
$32.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPORTFOLIO MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $12.1M |
| High net worth individuals | 20 | $20.1M |
All web addresses on file
Official SEC filing: View on IAPD