FigTree Financial Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5201 Great America Pkwy Ste 320, Santa C...

Phone Number

(408) 891-3574

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FigTree Financial Advisors

FigTree Financial Advisors specializes in creating personalized financial and investment plans aimed at ensuring a stress-free retirement for their clients. With over 20 years of experience, they provide trustworthy, fiduciary advice tailored to individual financial goals. Their services include retirement planning, investment management, and comprehensive planning, all designed to help clients navigate the complexities of retirement. FigTree's commitment to independent advisory allows them to focus solely on their clients' needs, offering a unique approach to financial success.Explore more
FigTree Financial Advisors's Social MediaPopular SearchesFigTree Financial AdvisorsFigtree Financial Advisors LLCFinancial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

FigTree Financial Advisors Org Chart

PhoneEmail
RL
United States flag for contact location.

Founder & Financial Advisor

PhoneEmail
CM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FigTree Financial Advisor...

<$5M
1-10
Private
-
2017
RL
Regina LegatesFounder & Financial Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FigTree Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FigTree Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FigTree Financial Advisors.

FigTree Financial Advisors Tech Stack

A closer look at the technologies used by FigTree Financial Advisors

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Frequently Asked Questions Regarding FigTree Financial Advisors

What is FigTree Financial Advisors's official website?
FigTree Financial Advisors's official website is www.figtreeadvisors.com
What is FigTree Financial Advisors's Revenue?
FigTree Financial Advisors's revenue is <$5 Million
What is FigTree Financial Advisors's SIC code?
FigTree Financial Advisors's SIC: 62,628
What is FigTree Financial Advisors's NAICS code?
FigTree Financial Advisors's NAICS: 52,523
How many employees does FigTree Financial Advisors have?
FigTree Financial Advisors has 1-10 employees
What industry does FigTree Financial Advisors belong to?
FigTree Financial Advisors is in the industry of: Finance, Securities Trading
What is FigTree Financial Advisors competition?
FigTree Financial Advisors top competitors include: Norris Financial Group, Klauenberg Retirement Solutions, Goodrich and Associates, Vibrance Wealth Management
What technology does FigTree Financial Advisors use?
Some of the popular technologies that FigTree Financial Advisors uses are: NS1, Squarespace Online Stores, Adobe Typekit, Redtail CRM
How do I contact FigTree Financial Advisors?
FigTree Financial Advisors contact info: Phone number: (408) 891-3574 Website: www.figtreeadvisors.com
What does FigTree Financial Advisors do?

FigTree Financial Advisors specializes in creating personalized financial and investment plans aimed at ensuring a stress-free retirement for their clients. With over 20 years of experience, they provide trustworthy, fiduciary advice tailored to individual financial goals. Their services include retirement planning, investment management, and compr... ehensive planning, all designed to help clients navigate the complexities of retirement. FigTree's commitment to independent advisory allows them to focus solely on their clients' needs, offering a unique approach to financial success.Read More

What are FigTree Financial Advisors social media links?
FigTree Financial Advisors Linkedin page
Is FigTree Financial Advisors a public company?
FigTree Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about FigTree Financial Advisors

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