Apple Tree Asset Management, LLC
Apple Tree Asset Management, LLC (CRD# 298437) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $106,810,000 in 1,044 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management107MILLION
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Total Number of Accounts1,044ACCOUNTS
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Average Account Value$102,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IN
Keith Layman (CRD# 4226098) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.
James Meert (CRD# 4316339) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.
Joseph Wiegand (CRD# 4435170) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Gary Zoller (CRD# 4287055) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.
Douglas Buller (CRD# 7421850) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 2 years of experience in the finance industry.
Nicolas Couch (CRD# 7797744) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has 1 year of experience in the finance industry.