TREE CITY ADVISORS, LLC

BOISE, Idaho·3 registered advisors·CRD# 264795
SEC# 801-1181241(208) 888-1244
01

Firm Overview

AUM
$188M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TREE CITY ADVISORS, LLC

3 registered advisors
Alexandra Gundrada Lundgren
BOISE, Idaho
Brian James Wiley
BOISE, Idaho
Jeremiah Franklin Bates
BOISE, Idaho
05

Office Locations

BOISE, Idaho
3 advisors

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Data sourced from SEC Form ADV filings. TREE CITY ADVISORS, LLC (CRD# 264795) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.