Cherry Tree & Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Minnetonka, Minnesota
CRD number
115151
Registered since
November 21, 2001

Firm profile

FINTRX

Overview

Cherry Tree & Associates, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. Publicly supplied fields for client types, fee schedules, business activities, and advisory services are blank in the available dataset, and the firm has not provided supplemental information about its activities or affiliations. The profile also indicates Cherry Tree & Associates is not a multistate adviser, not a pension consultant, not a related adviser, and is not described as a newly formed adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jane Bortnem

    Jane Bortnem

    Partner, CFO and COOCRD 4451428

Contacts

3 of 16
  • Eric Annett

    Eric Annett

    Investment Advisor AssociateCRD 6317284

  • Justin Frys

    Justin Frys

    Investment AdvisorCRD 2836394

  • Anton Christianson

    Anton Christianson

    Founder & ChairmanCRD 1305752

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth