Updated:Aug 11, 2026

Fig Tree Financials LLC

Fig Tree Financials provides personal CFO-style services with clear dialogue, comprehensive planning, and a proactive approach. The firm specializes in...

Fig Tree Financials LLC

Fig Tree Financials provides personal CFO-style services with clear dialogue, comprehensive planning, and a proactive approach. The firm specializes in building tailored investment plans to meet clients' financial wealth goals. Offerings include cash management, investment strategy and literacy, education funding and 529 plans, retirement planning, trust and estate planning, life and long-term care insurance, and related advisory work. The advisor emphasizes consistency, transparency, low stable fees, and incorporating client values and emotions into planning.

Website

figtreefinancials.com

General information

Firm type

RIA

Principals

James Manfredonia

Registered Investment Advisor

What is Fig Tree Financials LLC?

Fig Tree Financials LLC is a ria tracked on Altss.

What does Altss track for Fig Tree Financials LLC?

Altss maintains an OSINT-verified profile of Fig Tree Financials LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Fig Tree Financials LLC's website?

Fig Tree Financials LLC's public website is figtreefinancials.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Fig Tree Financials LLC?

Fig Tree Financials LLC is classified by Altss as a RIA.

How does Altss source intelligence on Fig Tree Financials LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Fig Tree Financials LLC's Altss profile last updated?

Fig Tree Financials LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.