Signal Tree Financial Partners LLC
● SEC registered since 2024CRD 311871SEC# 801-131429Copley, OH
Reg. AUM
$213.4M
Employees
7
Accounts
397
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 $213.4 million in regulatory assets under management and employs 7 people.
Signal Tree Financial Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Massare | Senior Financial Advisor | 10-25% | 2024 |
| Elizabeth Pierce Scheiderer | Principal And Senior Financial Advisor | 10-25% | 2024 |
| Jeff Edward Rovnak Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Signal Tree Financial Partners LLC manage?
Signal Tree Financial Partners LLC reports $213.4 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
| Address | 840 Rothrock Road, Suite 201, Copley, OH 44321 |
| Phone | (330) 590-5937 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$213.4Mregulatory AUM
Discretionary $213.4M