APPLETREE FINANCIAL SERVICES LLC

APPLETREE FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 340960).

Registration

• CRD: 340960
• Type: Registered investment adviser
• Phone: (603) 845-1276
• Latest filing: 2026-07-24
• Clients: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340960 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search