Tree City Advisors, LLC
Tree City Advisors, LLC (CRD# 264795) is a financial advisory firm headquartered in Boise, ID. They manage $10,000,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$107,527
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexandra Lundgren (CRD# 3103700) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 18 years of experience in the finance industry.
Brian Wiley (CRD# 4164649) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 17 years of experience in the finance industry.