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David John Pedley

TREETOP WEALTH MANAGEMENT, LLC·NORTHFIELD, Illinois
Unclaimed Profile
ONE NORTHFIELD PLAZA, NORTHFIELD, IL 60093CRD# 3068557Firm CRD# 155013
01

About

David John Pedley is a registered financial advisor based in NORTHFIELD, Illinois, affiliated with TREETOP WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
TREETOP WEALTH MANAGEMENT, LLC
TREETOP WEALTH MANAGEMENT, LLC
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TREETOP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 3068557
Firm CRD# 155013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David John Pedley offer?
David John Pedley specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.
What are David John Pedley's credentials?
David John Pedley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Pedley located?
David John Pedley is based in NORTHFIELD, Illinois, working with TREETOP WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does David John Pedley charge for services?
David John Pedley's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREETOP WEALTH MANAGEMENT, LLC?
TREETOP WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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