TREE CITY ADVISORS, LLC
CRD #264795 SEC #801-118124 BOISE, ID (208) 888-1244
SEC Registered
Total AUM
$187.8M
Discretionary
$152.2M
Employees
8
Clients
26
Accounts
969
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $187.8M | $152.2M | $35.7M | 8 | 2 |
| Jun 2021 | $136.2M | $102.7M | $33.4M | 7 | 8 |
| Mar 2021 | $136.2M | $102.7M | $33.4M | 7 | 8 |
| Jun 2020 | $104.1M | $77.3M | $26.8M | 7 | 21 |
| May 2020 | $104.1M | $77.3M | $26.8M | 7 | 21 |
| May 2020 | $104.1M | $77.3M | $26.8M | 8 | 21 |
| Apr 2020 | $104.1M | $77.3M | $26.8M | 7 | 21 |
| Jan 2020 | $104.1M | $77.3M | $26.8M | 7 | 21 |
DateMar 2022
Total AUM$187.8M
Discretionary$152.2M
Non-Disc.$35.7M
Employees8
Clients2
DateJun 2021
Total AUM$136.2M
Discretionary$102.7M
Non-Disc.$33.4M
Employees7
Clients8
DateMar 2021
Total AUM$136.2M
Discretionary$102.7M
Non-Disc.$33.4M
Employees7
Clients8
DateJun 2020
Total AUM$104.1M
Discretionary$77.3M
Non-Disc.$26.8M
Employees7
Clients21
DateMay 2020
Total AUM$104.1M
Discretionary$77.3M
Non-Disc.$26.8M
Employees7
Clients21
DateMay 2020
Total AUM$104.1M
Discretionary$77.3M
Non-Disc.$26.8M
Employees8
Clients21
DateApr 2020
Total AUM$104.1M
Discretionary$77.3M
Non-Disc.$26.8M
Employees7
Clients21
DateJan 2020
Total AUM$104.1M
Discretionary$77.3M
Non-Disc.$26.8M
Employees7
Clients21