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Building 2APPLE TREE ASSET MANAGEMENT, LLC

Map pinFORT WAYNE, IN
Phone260-637-7278
NotebookSEC #801-130668
Total AUM
$151.9M
Employees
7
Clients
781

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4321 FLAGSTAFF COVE
FORT WAYNE
IN 46815
United States
Operating Hours
8AM - 5PM (M-TH) FRI BY APPT. ONLY
Monday - Friday
Phone
260-637-7278
Other Offices
1

ReceiptFinancials

Total AUM
$151.9M
Accounts
1,430
Discretionary
$118.2M
Accounts
1,103
Non-Discretionary
$33.6M
Accounts
327

ContactClients

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Individual Clients
729
AUM
$101M
HNW Individual Clients
51
AUM
$50.8M
Charitable Organization Clients
1
AUM
$55.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMIOH

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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