352 E Meadow Drive
Vail, Colorado 81657
Tel: 970-837-3027
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 299654 |
SEC# | 801-121621 |
Assets Managed by Firm | $563,033,730 |
No. of Clients | 9 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9 | $563,033,730 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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