Apple Tree Financial Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

4321 Flagstaff Cv, Fort Wayne, Indiana, ...

Phone Number

(260) 637-7278

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Apple Tree Financial Group

Apple Tree Asset Management is an independent SEC Registered Investment Advisor dedicated to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial planning services. The firm emphasizes a commitment to using their expertise and faith to guide clients in navigating the complexities of personal finance. They offer a range of investment options for various objectives, including retirement planning and education funding. With a focus on personalized solutions, Apple Tree Asset Management aims to empower clients to make informed financial decisions.Explore more
Popular SearchesApple Tree Financial GroupApple Tree Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Apple Tree Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Apple Tree Financial Grou...

<$5M
1-10
Private
<$5M
-
RL
Regina LaymanOffice Manager
$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DF
Daniel FinkleFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
RH
Richard HoganFinancial Professional
<$5M
1-10
Private
-
-
NR
Nathan RobnettManaging Director, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Apple Tree Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Apple Tree Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Apple Tree Financial Group.

Apple Tree Financial Group financials insights

Gather financial insights about Apple Tree Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$58K

See All Apple Tree Financial Group's Financials Insights

Apple Tree Financial Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Apple Tree Financial Group

What is Apple Tree Financial Group's official website?
Apple Tree Financial Group's official website is www.appletreefinancialgroup.com
What is Apple Tree Financial Group's Revenue?
Apple Tree Financial Group's revenue is <$5 Million
What is Apple Tree Financial Group's SIC code?
Apple Tree Financial Group's SIC: 62,628
What is Apple Tree Financial Group's NAICS code?
Apple Tree Financial Group's NAICS: 52,523
How many employees does Apple Tree Financial Group have?
Apple Tree Financial Group has 1-10 employees
What industry does Apple Tree Financial Group belong to?
Apple Tree Financial Group is in the industry of: Finance, Securities Trading
What is Apple Tree Financial Group competition?
Apple Tree Financial Group top competitors include: Metro Wealth Management, Avantax Wealth Management, MSW Wealth Advisors, Horizon Financial Advisors
What technology does Apple Tree Financial Group use?
Some of the popular technologies that Apple Tree Financial Group uses are: NS1, Cloudflare Website Optimization, Cloudflare CDN, Squarespace Online Stores
How do I contact Apple Tree Financial Group?
Apple Tree Financial Group contact info: Phone number: (260) 637-7278 Website: www.appletreefinancialgroup.com
What does Apple Tree Financial Group do?

Apple Tree Asset Management is an independent SEC Registered Investment Advisor dedicated to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial planning services. The firm emphasizes a commitment to using their expertise and faith to guide clients in navigating the complexities of person... al finance. They offer a range of investment options for various objectives, including retirement planning and education funding. With a focus on personalized solutions, Apple Tree Asset Management aims to empower clients to make informed financial decisions.Read More

Is Apple Tree Financial Group a public company?
Apple Tree Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Apple Tree Financial Group

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