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SUGAR MAPLE ASSET MANAGEMENT, LLC
SUGAR MAPLE ASSET MANAGEMENT, LLC
SISTER BAY, Wisconsin
·
2 registered advisors
·
CRD# 282632
SEC# 801-126457
1
9205854985
01
Firm Overview
AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC
2 registered advisors
Jeremy Paul Schwab
SISTER BAY, Wisconsin
CRD# 2890688
Terrence Michael Jack
SISTER BAY, Wisconsin
CRD# 2542035
05
Office Locations
SISTER BAY, Wisconsin
2 advisors
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Data sourced from SEC Form ADV filings. SUGAR MAPLE ASSET MANAGEMENT, LLC (CRD# 282632) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.