Tree City Advisors

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

1673 W Shoreline Dr Ste 140, Boise, Idah...

Phone Number

(208) 888-1244

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Tree City Advisors

Tree City Advisors of Apollon specializes in wealth management, providing fiduciary services including asset-based money management and flat-fee advisory services. The firm offers personalized financial planning and asset management strategies tailored to each client's unique goals. Committed to acting in the best financial interest of their clients, they focus on creating a practice free from product sales and conflicted advice. Additionally, they are dedicated to educating clients, providing tools and resources to help them achieve their financial objectives.Explore more
Tree City Advisors's Social MediaPopular SearchesTree City AdvisorsTree City Advisors LLCTree City Media LLCCom TreecityadvisorsTree City Advisors' ServicesSIC Code 62,628NAICS Code 52,523Show more

Tree City Advisors Org Chart

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Managing Director

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Administrative Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tree City Advisors

$5.8M
11-50
Private
<$5M
2013
BW
Brian WileyManaging Director
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2014
JT
James TaylorManaging Member & Financial Advisor
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2008
JR
James RicpCo-Founder & Partner & Director, Business Development
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Tree City Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Tree City Advisors financials insights

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

2021

Debt

$108K

See All Tree City Advisors's Financials Insights

Tree City Advisors Tech Stack

A closer look at the technologies used by Tree City Advisors

Tree City Advisors News & Media

  • Idaho-Based Tree City Advisors Joins Apollon Wealth Management

    CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit from the high-touch support that Apollon Wealth Management is known for, including comprehensive, curated, and client-focused asset management and planning services. Tree City Advisors seeks to continue proudly growi
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Frequently Asked Questions Regarding Tree City Advisors

What is Tree City Advisors's official website?
Tree City Advisors's official website is www.treecityadvisors.com
What is Tree City Advisors's Revenue?
Tree City Advisors's revenue is $5.8 Million
What is Tree City Advisors's SIC code?
Tree City Advisors's SIC: 62,628
What is Tree City Advisors's NAICS code?
Tree City Advisors's NAICS: 52,523
How many employees does Tree City Advisors have?
Tree City Advisors has 11-50 employees
What industry does Tree City Advisors belong to?
Tree City Advisors is in the industry of: Finance, Securities Trading
What is Tree City Advisors competition?
Tree City Advisors top competitors include: Trinity Wealth Management, Charleston Financial Advisors, ARQ Wealth Advisors, Sierra Pacific Financial Advisors
What technology does Tree City Advisors use?
Some of the popular technologies that Tree City Advisors uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Tree City Advisors?
Tree City Advisors contact info: Phone number: (208) 888-1244 Website: www.treecityadvisors.com
What does Tree City Advisors do?

Tree City Advisors of Apollon specializes in wealth management, providing fiduciary services including asset-based money management and flat-fee advisory services. The firm offers personalized financial planning and asset management strategies tailored to each client's unique goals. Committed to acting in the best financial interest of their client... s, they focus on creating a practice free from product sales and conflicted advice. Additionally, they are dedicated to educating clients, providing tools and resources to help them achieve their financial objectives.Read More

What are Tree City Advisors social media links?
Tree City Advisors Linkedin page Tree City Advisors Facebook page
Is Tree City Advisors a public company?
Tree City Advisors is private company therefore does not currently have an official ticker symbol
See more information about Tree City Advisors

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