|
⚲
|
| Apple Tree Asset Management LLC
✚
| |
|---|---|
| CRD # | 298437 |
| SEC # | 801-130668 |
| CIK # | |
| AUM | $115.1 MM (2024-06-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 260-637-7278 |
| Address | 4321 Flagstaff Cove Fort Wayne, IN 46815 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 100.5 |
| (b) Individuals (high net worth individuals) | 7 | 10.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.2 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 115.1 |
| By Discretionary | ||
| Discretionary | 1,037 | 115.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,037 | 115.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.1 | |
| Total | 1,037 | 115.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.1 |
|
Wealthtech Partners LLC
✚
|
CA | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
Waypoints Financial LLC
✚
|
FL | 0.1 |
|
Scratch Capital LLC
✚
|
ID | 0.1 |