RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Idaho
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2022
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
BATES, JEREMIAH, FRANKLINICHIEF COMPLIANCE OFFICERNA
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
WILEY, BRIAN, JAMESIMANAGING DIRECTORE Control
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA
LUNDGREN, ALEXANDRA, GUNDRADAIMEMBERA

Registrations

Federal

IA
Mar 28, 2022 REGISTERED

Notice Filings (3)

CA ID OR

Address

1673 W SHORELINE DR.
SUITE 140
BOISE, ID 83702
United States
Phone: (208) 888-1244