Falists
← Back to search

APPLE TREE ASSET MANAGEMENT, LLC

CRD 298437 · SEC 801-130668

Visit website

4321 FLAGSTAFF COVE, FORT WAYNE, IN, 46815, United States

Phone

260-637-7278

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.9M

Discretionary AUM

$118.2M

Team

7 total employees; 6 advisory reps; 273 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals729$101.0M
High net worth individuals51$50.8M

States served

IN, MI, OH, FL

All web addresses on file

Official SEC filing: View on IAPD