TREETOP WEALTH MANAGEMENT, LLC
Tel: 847-386-6707 One Northfield Plaza Suite 106 Northfield, Illinois 60093
About TREETOP WEALTH MANAGEMENT, LLC
TREETOP WEALTH MANAGEMENT, LLC is a Northfield, Illinois based financial advisory firm with nearly $185,000,000 in assets under management and provides investment advisory services for 360 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
155013
Firm SEC#:
801-121465
Assets Under Management:
$185,000,000
No. of Clients:
360
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Commission Based
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