Tree City Investments, Inc.

Tree City Investments, Inc. (CRD# 141279) is a financial advisory firm headquartered in Lake Forest, IL. They manage $35,560,852 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1044 N Western Avenue, Suite E, Lake Forest, IL 60045

By the Numbers

Total Assets Under Management

36

MILLION
Total Number of Accounts

28

ACCOUNTS
Average Account Value

$1,270,030

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Tree City Investments, Inc.

Showing 1 - 2 of 2 top financial advisors.

Carol M. Digman

CRD#: 1295275

1044 N Western Avenue, Suite E, Lake Forest, IL 60045

Carol Digman (CRD# 1295275) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Forest, IL and has over 34 years of experience in the finance industry.

Daniel F. Walsh

CRD#: 1886562

1044 N Western Avenue, Suite E, Lake Forest, IL 60045

Daniel Walsh (CRD# 1886562) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Forest, IL and has over 32 years of experience in the finance industry.

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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