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BOTREE INVESTMENTS, LLC
PRINCETON, NJ
609-514-0035
SEC #801-61744Total AUM
$513M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 ALEXANDER PARK
SUITE 302
PRINCETON
NJ 08540
USA
SUITE 302
PRINCETON
NJ 08540
USA
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
609-514-0035
Financials
Total AUM
$513M
Accounts
25Discretionary
$13M
Accounts
24Non-Discretionary
$500M
Accounts
1
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGANJNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.