SUGAR MAPLE ASSET MANAGEMENT, LLC - Financial Advisor in Wisconsin, Sister Bay

Tel: 9205854985 2580 S Bay Shore Drive Suite C Sister Bay, Wisconsin 54234

About SUGAR MAPLE ASSET MANAGEMENT, LLC

SUGAR MAPLE ASSET MANAGEMENT, LLC is a Sister Bay, Wisconsin based financial advisory firm with nearly $215,213,262 in assets under management and provides investment advisory services for 188 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

282632

Firm SEC#:

801-126457

Assets Under Management:

$215,213,262

No. of Clients:

188

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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