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Signal Tree Financial Partners LLC

● SEC registered since 2024CRD 311871SEC# 801-131429Copley, OH
Export (members)
Reg. AUM
$171.2M
Employees
7
Accounts
320
Location
Copley, OH

Signal Tree Financial Partners LLC assets under management

Signal Tree Financial Partners LLC is a registered investment adviser overseen by the SEC based in Copley, OH. The firm has been registered since 2024. It reports $171.2 million in regulatory assets under management and employs 7 people.

Signal Tree Financial Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
David John MassareSenior Financial Advisor10-25%2024
Jeff Edward Rovnak ControlChief Executive Officer And Chief Compliance OfficerOver 75%2020
Thomas C RumseyOwner10-25%2023

Frequently asked questions

How much does Signal Tree Financial Partners LLC manage?

Signal Tree Financial Partners LLC reports $171.2 million in regulatory assets under management on its Form ADV.

How many employees does Signal Tree Financial Partners LLC have?

Signal Tree Financial Partners LLC reports 7 employees.

Where is Signal Tree Financial Partners LLC located?

Signal Tree Financial Partners LLC is based in Copley, OH and has been SEC-registered since 2024.

Does Signal Tree Financial Partners LLC disclose fund performance?

Signal Tree Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address840 Rothrock Road, Suite 201, Copley, OH 44321
Phone(330) 590-5937
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.2M
Non-discretionary$0
Total (RAUM)$171.2M