Tree City Investments, Inc. is an adviser based in Lakeforest. It manages $69.1 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Illinois.
Tree City Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tree City Investments, Inc. is $69.1 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tree City Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Francis Walsh has been acting as President since 1 Feb 2000. Carol Milke Digman joined the executive team most recently as the President, Chief Compliance Officer.
The principal office where Tree City Investments, Inc. performs its advisory services is located at 222 East Wisconsin Ave., Lakeforest, IL 60045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-735-9522 or by fax 847-735-9517. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.