Sugar Maple Asset Management, LLC

Sugar Maple Asset Management, LLC (CRD# 282632) is a financial advisory firm headquartered in Sister Bay, WI. They manage $215,213,262 in 188 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,144,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Sugar Maple Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Terrence M. Jack
CRD#: 2542035
2580 S Bay Shore Drive, Suite C, Sister Bay, WI 54234

Terrence Jack (CRD# 2542035) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 22 years of experience in the finance industry.

2
Jeremy P. Schwab
CRD#: 2890688
2580 S Bay Shore Drive, Suite C, Sister Bay, WI 54234

Jeremy Schwab (CRD# 2890688) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 25 years of experience in the finance industry.

3
Amy E. Zellner
CRD#: 6282372
2580 S Bay Shore Drive, Suite C, Sister Bay, WI 54234

Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 9 years of experience in the finance industry.

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