Sugar Maple Asset Management, LLC

Sugar Maple Asset Management, LLC (CRD# 282632) is a financial advisory firm headquartered in Sister Bay, WI. They manage $66,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $2,538,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Sugar Maple Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Terrence M. Jack
CRD#: 2542035
2584 S Bay Shore Drive, Suite A, Sister Bay, WI 54234
96
Wealthminder
score

Terrence Jack (CRD# 2542035) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 15 years of experience in the finance industry.

2
Jeremy P. Schwab
CRD#: 2890688
2584 S Bay Shore Drive, Suite A, Sister Bay, WI 54234
96
Wealthminder
score

Jeremy Schwab (CRD# 2890688) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 18 years of experience in the finance industry. Jeremy Schwab has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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