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GREEN TREE WEALTH, INC
CRD 331662
937 NW NEWPORT AVE, SUITE 211, BEND, OR, 97703, United States
Phone
541-550-7443
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2024-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD