Tree City Investments, Inc.

Tree City Investments, Inc. (CRD# 141279) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $56,196,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,170,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IL

Financial Advisors at Tree City Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carol M. Digman
CRD#: 1295275
910 Sherwood Drive, Suite 14, Lake Bluff, IL 60044
93
Wealthminder
score

Carol Digman (CRD# 1295275) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Bluff, IL and has over 26 years of experience in the finance industry.

2
Daniel F. Walsh
CRD#: 1886562
910 Sherwood Drive, Suite 14, Lake Bluff, IL 60044
93
Wealthminder
score

Daniel Walsh (CRD# 1886562) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Bluff, IL and has over 24 years of experience in the finance industry.

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