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Building 2SUGAR MAPLE ASSET MANAGEMENT, LLC

Map pinSISTER BAY, WI
Phone9205854985
NotebookSEC #801-126457
Total AUM
$291.5M
Employees
3
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2580 S BAY SHORE DRIVE
SUITE C
SISTER BAY
WI 54234
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
9205854985
Other Offices
1

ReceiptFinancials

Total AUM
$291.5M
Accounts
210
Discretionary
$291.5M
Accounts
210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$54.8M
HNW Individual Clients
42
AUM
$220.5M
Pooled Vehicle Clients
1
AUM
$10M
Charitable Organization Clients
3
AUM
$224.7K
Corporation or Business Clients
2
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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