TALL TREE INVESTMENT MANAGEMENT, LLC

WARRENVILLE, Illinois·2 registered advisors·CRD# 160035

SEC# 801-735780312-224-7822

01

Firm Overview

AUM

$235M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Retirement Planning

04

Advisors at TALL TREE INVESTMENT MANAGEMENT, LLC

2 registered advisors

Frank John Sherrod

WARRENVILLE, Illinois

William Dean Lenga

WARRENVILLE, Illinois

05

Office Locations

WARRENVILLE, Illinois

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Data sourced from SEC Form ADV filings. TALL TREE INVESTMENT MANAGEMENT, LLC (CRD# 160035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.