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 has been SEC-registered since 2001. The firm is categorized as an investment bank and reports ownership by a combination of a domestic entity and an individual. The registry indicates Cherry Tree is not a capital allocator and does not identify as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The firm did not provide descriptive details about its client base, advisory activities, business lines, or fee structure in the source data.
Assets & Accounts
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 1JANE BORTNEM
Partner, CFO and COOCRD 4451428
Contacts
3 of 17David 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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