Overview
Assets Under Management: $185 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 155013
Last Filing Date: 2025-01-08 00:00:00
Website: https://treetopwm.com