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$49.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2006
- Office Locations
- 1
Office Locations
500 Western Ave. Suite 202 Lake Forest IL
About Tree City Investments, Inc.
Tree City Investments, Inc. is a Lake Forest-based RIA. The firm has been operating for 19 years. Managing $49.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
60 AVG AGE
$24.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CAROL MILKE DIGMAN
Chief Compliance Officer, President
- CRD
- #1295275
- Ownership
- 75% or more
Available
Available
Available
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DANIEL FRANCIS WALSH
President
- CRD
- #1886562
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,128,744 | $2,032,250 |
| Total | $49,128,744 | $2,032,250 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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