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Crooked Tree Capital Advisors

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website crookedtreecapital.com
Client types

Overview

Crooked Tree Capital Advisors is a professional financial services firm that provides comprehensive financial planning, wealth management, and fiduciary consulting services. Established in 2012, the firm specializes in serving a diverse clientele that includes corporate executives, business owners, teachers, clergy, and retirees. The entity focuses on a consultative approach to help clients create and preserve wealth through personalized investment strategies and long-term financial wellbeing. All investment advisory services are offered through Dynamic Wealth Advisors, under which the firm operates as a dba (doing business as) entity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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