Tree City Investment Inc (Lakeforest)

Tree City Investment Inc is a large advisory firm based in Lakeforest. It manages $65 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

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

Tree City Investment: assets under management

The assets under management (AUM) of Tree City Investment Inc is $65 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tree City Investment Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Tree City Investment Inc

Daniel Francis Walsh has been acting as President since 1 Feb 2000. Carol Milke Digman joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Milke Digman	Vice president	1 Feb 2000	50% - 75%	1295275
Daniel Francis Walsh	President	1 Feb 2000	50% - 75%	1886562

Based in Lakeforest

The principal office where Tree City Investment Inc performs its advisory services is located at 950 North Western Ave, Lakeforest, IL 60045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.