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 the source data as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. Publicly supplied fields for client types, fee schedules, business activities, and advisory services are blank in the available dataset, and the firm has not provided supplemental information about its activities or affiliations. The profile also indicates Cherry Tree & Associates is not a multistate adviser, not a pension consultant, not a related adviser, and is not described as a newly formed adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jane Bortnem
Partner, CFO and COOCRD 4451428
Contacts
3 of 16
Eric Annett
Investment Advisor AssociateCRD 6317284

Justin Frys
Investment AdvisorCRD 2836394

Anton Christianson
Founder & ChairmanCRD 1305752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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