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Building 2CHERRY TREE FAMILY OFFICE LLC

Map pinMINNETONKA, MN
Phone952-893-9012
NotebookSEC #801-68481
Total AUM
$251.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 CARLSON PARKWAY, SUITE 103
MINNETONKA
MN 55305
USA
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
952-893-9012

ReceiptFinancials

Total AUM
$251.1M
Accounts
194
Discretionary
$251.1M
Accounts
194
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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