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. The firm has been SEC-registered since 2001. Ownership is recorded as a combination of a domestic entity and an individual. Available records do not describe client types, specific advisory or capital-allocation activities, or fee arrangements. The firm is not identified as an active ESG investor, is not a multi-state adviser, was not newly formed, and is not listed as a pension consultant or related 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
David Wetterstrom
Senior AssociateCRD 7516477
Justin Frys
Investment AdvisorCRD 2836394
Eric Annett
Investment Advisor AssociateCRD 6317284
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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