Cherry Tree & Associates, LLC
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 115151
- Registered since
- November 21, 2001
- Website
- cherrytree.com
Firm profile
FINTRXOverview
Cherry Tree & Associates, LLC is organized as a limited liability company and is classified in available records as operating as an investment bank. The firm is owned by a combination of a domestic entity and an individual, but publicly supplied materials do not describe its client focus, fee arrangements, specific advisory services, or typical transactions. Publicly available metadata flags several negative attributes rather than areas of specialization: Cherry Tree & Associates is not identified as a capital allocator, is not an active ESG investor, does not present itself as a multi-state adviser, and is not listed as a pension consultant or a related adviser to another registered entity. Records indicate the firm maintains two office locations, but no further office addresses or geographic detail are provided in the source material.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 301 Carlson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Dorn & Co, Inc.
Broker-DealerMinnetonka, MN
Martinson & Company, Ltd.
Broker-DealerWayzata, MN
Ameriprise Financial Services, LLC
Broker-DealerMinneapolis, MN
Van Clemens & Co Incorporated
Broker-DealerMinneapolis, MN
Capital Management Securities, Inc.
Broker-DealerMinneapolis, MN
U.S Bancorp Advisors, LLC
Broker-DealerSaint Paul, MN