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Alexandra Gundrada Lundgren

TREE CITY ADVISORS, LLC·BOISE, Idaho
Clean recordTREE CITY ADVISORS, LLC
1673 W SHORELINE DR., BOISE, ID 83702CRD# 3103700Firm CRD# 264795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandra Gundrada Lundgren · BOISE, ID
Registration
CRD #3103700 · TREE CITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexandra Gundrada Lundgren is a registered financial advisor based in BOISE, Idaho, affiliated with TREE CITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TREE CITY ADVISORS, LLC
TREE CITY ADVISORS, LLC
AUM
$188M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TREE CITY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 3103700
Firm CRD# 264795
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexandra Gundrada Lundgren offer?
Alexandra Gundrada Lundgren specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Alexandra Gundrada Lundgren's credentials?
Alexandra Gundrada Lundgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Gundrada Lundgren located?
Alexandra Gundrada Lundgren is based in BOISE, Idaho, working with TREE CITY ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Alexandra Gundrada Lundgren charge for services?
Alexandra Gundrada Lundgren's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREE CITY ADVISORS, LLC?
TREE CITY ADVISORS, LLC has approximately 8 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREE CITY ADVISORS, LLC

Jeremiah Franklin Bates
BOISE, ID
Brian James Wiley
BOISE, ID

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