Tree City Advisors, LLC

Tree City Advisors, LLC (CRD# 264795) is a financial advisory firm headquartered in Boise, ID. They manage $62,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $177,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

ID

Financial Advisors at Tree City Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul L. Anderson
CRD#: 5578415
1673 W Shoreline Dr., Suite 140, Boise, ID 83702
93
Wealthminder
score

Paul Anderson (CRD# 5578415) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 9 years of experience in the finance industry.

2
Alexandra G. Lundgren
CRD#: 3103700
1673 W Shoreline Dr., Suite 140, Boise, ID 83702
93
Wealthminder
score

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.

3
Brian J. Wiley
CRD#: 4164649
1673 W Shoreline Dr., Suite 140, Boise, ID 83702
93
Wealthminder
score

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.

4
Jeremiah F. Bates
CRD#: 6639537
1673 W Shoreline Dr., Suite 140, Boise, ID 83702
88
Wealthminder
score

Jeremiah Bates (CRD# 6639537) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has 1 year of experience in the finance industry.

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