Frances
Bird
Treehouse Wealth Advisors
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About this Advisor
Frances Bird is a financial advisor based in Park City, Utah, working with Treehouse Wealth Advisors. Frances has previously held positions at Sf Sentry Securities, Inc, Lyft, Checkmate.Io, Silicon Couloir, Mediavest, Full-Time Student, Garrison Point Advisors, LLC Dba Treehouse Wealth Advisors, Garrison Point Capital, LLC, and Garrison Point Advisors, LLC. Frances has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, New York, and Utah. Currently, Frances is part of Treehouse Wealth Advisors, which operates out of Park City, Utah. The firm has 2 offices and 5 employees. The firm manages assets totaling $184.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Treehouse Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Treehouse Wealth Advisors Brokerage Details
$184,763,145
5
339
$545,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Frances Bird Work History
Garrison Point Advisors, LLC Dba Treehouse Wealth Advisors
Garrison Point Capital, LLC
Garrison Point Advisors, LLC
Sf Sentry Securities, Inc
Lyft
Checkmate.Io
Silicon Couloir
Mediavest
Full-Time Student
Disclosures
Please visit the SEC profile of Frances Bird to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Treehouse Wealth Advisors
Walnut Creek, CA
Walnut Creek, CA
Park City, UT
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