Cherry Tree Family Office LLC (Minnetonka)
Cherry Tree Family Office LLC is a large advisory firm based in Minnetonka. It manages $209.81 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Minnesota and Texas.
Cherry Tree Family Office provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cherry Tree Family Office: assets under management
The assets under management (AUM) of Cherry Tree Family Office LLC is $209.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Cherry Tree Family Office LLC 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.
Careers at Cherry Tree Family Office LLC
Anton Joseph Christianson has been acting as President since 1 Jun 2006. Brenda Bouley Sallstrom joined the executive team most recently as the Chief Compliance Officer,Governor,Common Member,Principal.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Minnetonka
The principal office where Cherry Tree Family Office LLC performs its advisory services is located at 4350 Baker Road, Minnetonka, MN 55343, 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 952-358-6260 or by fax 952-358-6299. The normal business hours are 8:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at www.cherrytree.com.
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