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    Cherry Tree Companies

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    Description

    • Cherry Tree is a financial advisory firm offering investment banking and wealth management services. It was founded in 1980 and has been serving the middle market and growth companies for over 35 years.Investment BankingCherry Tree provides Investment Banking services through its FINRA licensed broker-dealer, Cherry Tree & Associates. Our M&A practice works with successful business leaders and established corporations in the middle market, to build value and maximize liquidity opportunities. Our institutional private placement services are offered to growing companies that meet our investment guidelines, offer a unique business vision, and have a complete and experienced management team. Wealth ManagementCherry Tree's affiliate, Adam Smith Advisors, provides wealth counsel to assist families in building and managing their net worth and corporations provide 401k services to their employees. Our array of wealth management services and strategies embrace our long-term philosophy and provide families and companies with an individualized investment plan.
    • location

      Headquarters:301 Carlson Parkway Suite 103, Minnetonka, Minnesota, United States

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    • Cherry Tree Companies phone

      Phone Number: +1 952-893-9012

    • Cherry Tree Companies website

      Website: https://www.cherrytree.com

    • Cherry Tree Companies employees

      Employees:47

    • Cherry Tree Companies revenue

      Revenue:$1 - 10M

    • Cherry Tree Companies legal name

      Legal Name:Cherry Tree Companies

    • Cherry Tree Companies's Social Media

      Cherry Tree Companies linkedin
    • done Is this data correct?

    • |  NAICS Code: 522291  |

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    Person level website identification

    CEO for Cherry Tree Companies

    Martin Roth

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Chris Pavelic

    President

    Zachary Adams

    Chief Revenue Officer

    Melissa Davis

    President And Owner

    Jane Bortnem

    Chief Financial Officer And Chief Compliance Officer And Partner

    Joe Miller

    President

    Frequently Asked Questions regarding Cherry Tree Companies

    • Where are Cherry Tree Companies's Headquarters?

      Cherry Tree Companies's Headquarters are in 301 Carlson Parkway Suite 103,Minnetonka,Minnesota,United States

    • What is Cherry Tree Companies's phone number?

      Cherry Tree Companies's phone number is +1 952-893-9012

    • What is Cherry Tree Companies's official website?

      Cherry Tree Companies's official website is https://www.cherrytree.com

    • What is Cherry Tree Companies's Revenue?

      Cherry Tree Companies's revenue is $1 - 10M

    • What is Cherry Tree Companies's NAICS code?

      Cherry Tree Companies's NAICS code is 522291

    • How many employees are working in Cherry Tree Companies

      Cherry Tree Companies has 47 employees

    • What is Cherry Tree Companies's Industry?

      Cherry Tree Companies is in the industry of Financial Services

    • Who is Cherry Tree Companies's CEO?

      Cherry Tree Companies's CEO is Martin Roth

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