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Apple Tree Asset Management Inc (Little Rock)


Apple Tree Asset Management Inc is an adviser based in Little Rock. It manages $26 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Arkansas.

Apple Tree Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Apple Tree Asset Management: assets under management

The assets under management (AUM) of Apple Tree Asset Management Inc is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apple Tree Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Little Rock

The principal office where Apple Tree Asset Management Inc performs its advisory services is located at 15300 Kanis Rd, Little Rock, AR 72223, 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 501-223-6000 or by fax 501-223-6001. The normal business hours are 8:00-5:00 on Monday - Friday.


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