T
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-28-2023
- Office Locations
- 1
Office Locations
10654 Sundial RIM RD Highlands Ranch CO
About Tree Line Strategy Group LLC
Tree Line Strategy Group LLC is a Highlands Ranch-based RIA. The firm has been operating for 2 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$408.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Joseph John Davis
Chief Compliance Officer, Managing Member
- CRD
- #7823374
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,224,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,224,773 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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