Cherry Tree & Associates, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Minnetonka, Minnesota
CRD number
115151
Registered since
November 21, 2001

Firm profile

FINTRX

Overview

Cherry Tree & Associates, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2001. Ownership is listed as a combination of a domestic entity and an individual. FINTRX indicates a number of regulatory and operational attributes: Cherry Tree & Associates is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not a pension consultant or related adviser. The firm did not provide descriptive entries for client segments, fee structure, business activities, or advisory services in the FINTRX record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jane Bortnem

    Jane Bortnem

    Partner, CFO and COOCRD 4451428

Contacts

3 of 16
  • Eric Annett

    Eric Annett

    Investment Advisor AssociateCRD 6317284

  • Justin Frys

    Justin Frys

    Investment AdvisorCRD 2836394

  • Anton Christianson

    Anton Christianson

    Founder & ChairmanCRD 1305752

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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