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Sugar Maple Asset Management, Llc

EST. AUM
$291,512,235

CONTACTS
1

CLIENT ACCOUNTS
210

Firm Details

Metro area Green Bay
CRD Number 282632
Website sugarmapleam.com
Client types

Overview

Sugar Maple Asset Management, LLC is an independent Registered Investment Advisory firm providing financial planning and fee-based investment management services in a fiduciary capacity. With offices in Sister Bay and Neenah, Wisconsin, the firm serves clients across Wisconsin and the United States. Established in January 2016 by Jeremy Schwab and Terry Jack, Sugar Maple Asset Management, LLC (SMAM) specializes in delivering customized financial planning and investment management solutions. The firm prepares comprehensive financial plans and investment policy statements (IPS) for clients, along with implementing and continuously monitoring personalized investment portfolios to help clients achieve their long-term investment goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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