Tree City Investments, Inc.
Tree City Investments, Inc. (CRD# 141279) is a financial advisory firm headquartered in Lake Forest, IL. They manage $35,560,852 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tree City Investments, Inc.
By the Numbers
-
Total Assets Under Management36MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$1,270,030
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Tree City Investments, Inc.
1
Carol Digman (CRD# 1295275) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Forest, IL and has over 34 years of experience in the finance industry.
2
Daniel Walsh (CRD# 1886562) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Forest, IL and has over 32 years of experience in the finance industry.
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