Cherry Tree & Associates, LLC

Broker-DealerFINRA Member
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth