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Building 2TREE CITY ADVISORS, LLC

Map pinBOISE, ID
Phone(208) 888-1244
NotebookSEC #801-118124
Total AUM
$187.8M
Employees
8
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1673 W SHORELINE DR.
SUITE 140
BOISE
ID 83702
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(208) 888-1244
Other Offices
1

ReceiptFinancials

Total AUM
$187.8M
Accounts
969
Discretionary
$152.2M
Accounts
959
Non-Discretionary
$35.7M
Accounts
10

ContactClients

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Individual Clients
297
AUM
$90.2M
HNW Individual Clients
30
AUM
$62M
Pension/Profit Sharing Plan Clients
10
AUM
$35.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDOR

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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