|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Apple Tree Asset Management LLC
✚
|
|
|---|---|
| CRD # | 298437 |
| SEC # | 801-130668 |
| CIK # | |
| AUM | $129.9 M (2025-05-05) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 260-637-7278 |
| Address | 4321 Flagstaff Cove Fort Wayne, IN 46815 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,069 | 91.6 |
| (b) Individuals (high net worth individuals) | 26 | 38.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,095 | 129.9 |
| By Discretionary | ||
| Discretionary | 1,093 | 129.3 |
| Non-Discretionary | 2 | 0.6 |
| Total | 1,095 | 129.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.9 | |
| Total | 1,095 | 129.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
917 Advisory Services LLC
✚
|
WA | 0.1 |
|
Independent Financial Advisors Inc
✚
|
AR | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Maclendon Wealth Management LLC
✚
|
FL | 0.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
|
Proficient Wealth Counselors LLC
✚
|
MA | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |