TREE CITY ADVISORS, LLC
TREE CITY ADVISORS, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 264795). Regulatory assets under management: $187.8M.
Registration
- CRD: 264795
- SEC file number: 801-118124
- Type: Registered investment adviser
- Location: 1673 W SHORELINE DR., SUITE 140, BOISE, ID, 83702
- Phone: (208) 888-1244
- Latest filing: 2022-03-28
- Regulatory AUM: $187.8M
- Discretionary AUM: $152.2M
- Non-discretionary AUM: $35.7M
- Clients: 8
- Accounts: 969
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| WILEY BRIAN JAMES | MANAGING DIRECTOR | — |
| BATES JEREMIAH FRANKLIN | CHIEF COMPLIANCE OFFICER | — |
| LUNDGREN ALEXANDRA GUNDRADA | MEMBER | — |
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