Cherry Tree & Associates, LLC

Overview

Cherry Tree & Associates, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm appears on SEC records back to 2001. Ownership is listed as a domestic entity and individual combination. The FINTRX snapshot flags several negative indicators for typical RIA attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi‑state adviser, and is not profiled as a pension consultant or related adviser. The dataset does not provide detail on advisory activities, fee arrangements, or the composition of a client base, so the firm’s business model and client-facing services are not described in this source.

Assets & Accounts

Location & Offices