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TREE CITY INVESTMENTS, INC.
CRD 141279 · SEC 801-67227
500 N. WESTERN AVE., SUITE 202, LAKE FOREST, IL, 60045, United States
Phone
847-668-1120
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.5M |
| High net worth individuals | 23 | $39.7M |
| Pension/profit sharing plans | 1 | $5.9M |
Official SEC filing: View on IAPD