Hallie
Kraus
Treehouse Wealth Advisors
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About this Advisor
Hallie Kraus is a financial advisor based in Walnut Creek, California, working with Treehouse Wealth Advisors. Hallie has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, The Humphreys Group, and Garrison Point Advisors Dba Treehouse Wealth Advisors. Hallie has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Hallie is part of Treehouse Wealth Advisors, which operates out of Walnut Creek, California. The firm has 1 office and 10 employees. The firm manages assets totaling $537.0 million and serves both charitable organizations and 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, pension consulting services, 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
Office Location
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Treehouse Wealth Advisors Brokerage Details
$536,998,730
10
739
$726,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Hallie Kraus Work History
Garrison Point Advisors Dba Treehouse Wealth Advisors
The Humphreys Group
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Hallie Kraus 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
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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