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MANNA TREE PARTNERS, LLC

352 E Meadow Drive
Vail, Colorado 81657
Tel: 970-837-3027

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About MANNA TREE PARTNERS, LLC

MANNA TREE PARTNERS, LLC, formally registered with the SEC as MANNA TREE PARTNERS, LLC. The firm was established in 07/02/2021. They have over 1 offices throughout the country.

MANNA TREE PARTNERS, LLC is a Vail, Colorado based Financial Planning firm with nearly $563,033,730 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299654
SEC#801-121621
Assets Managed by Firm$563,033,730
No. of Clients9
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total9$563,033,730

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