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).
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Total Assets Under Management215MILLION
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Total Number of Accounts188ACCOUNTS
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Average Account Value$1,144,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
TX, WI
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.
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.
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.