Be advised. This firm is no longer registered.

Tree City Advisors, LLC

Tree City Advisors, LLC (CRD# 264795) is a financial advisory firm headquartered in Boise, ID. They manage $187,831,076 in 969 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1673 W Shoreline Dr., Suite 140, Boise, ID 83702
http://www.facebook.com/treecityadvisors
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $193,840
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, OR

Financial Advisors at Tree City Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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