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Brian James Wiley

TREE CITY ADVISORS, LLC·BOISE, Idaho
Unclaimed Profile
1673 W SHORELINE DR., BOISE, ID 83702CRD# 4164649Firm CRD# 264795
01

About

Brian James Wiley 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
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# 4164649
Firm CRD# 264795
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian James Wiley offer?
Brian James Wiley specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Brian James Wiley's credentials?
Brian James Wiley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Wiley located?
Brian James Wiley 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 Brian James Wiley charge for services?
Brian James Wiley'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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Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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