Green Tree Investment Management LLC is a large advisory firm based in Saint Paul. It manages $199.47 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Minnesota.
Green Tree Investment Management provides portfolio management for pooled investment vehicles and research and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Green Tree Investment Management LLC is $199.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Green Tree Investment Management LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Louis August Nees has been acting as President since 1 Dec 2014. Hale (Nmn) Halasy joined the executive team most recently as the Chief Compliance Officer.
The principal office where Green Tree Investment Management LLC performs its advisory services is located at 345 St. Peter Street, Saint Paul, MN 55102, which is also the mailing address of the firm. An additional office of the firm is in Fort Washington, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 651-293-3400 or by fax 651-293-5818. The normal business hours are 8:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at gtinvestmentmanagement.com.