APPLE TREE ASSET MANAGEMENT, LLC
Tel: 260-637-7278 4321 Flagstaff Cove Fort Wayne, Indiana 46815
About APPLE TREE ASSET MANAGEMENT, LLC
APPLE TREE ASSET MANAGEMENT, LLC is a Fort Wayne, Indiana based financial advisory firm with nearly $129,876,404 in assets under management and provides investment advisory services for 1095 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
298437
Firm SEC#:
801-130668
Assets Under Management:
$129,876,404
No. of Clients:
1095
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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