APPLETREE FINANCIAL SERVICES LLC
Firm details
- Headquarters
- ,
- CRD number
- 340960
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Appletree Financial Services LLC is a small, individually owned limited liability company that provides fee-based advisory services. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its activities. It describes itself as a capital allocator and uses a mix of percentage-of-AUM and fixed-fee billing. Appletree is not identified as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1Patrick Dichter
OwnerCRD 8226644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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