Botree Investments, LLC is a large advisory firm based in Princeton. It manages $513 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Georgia, New Jersey, and New York.
Botree Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Botree Investments, LLC is $513 million. The firm's AUM has grown by 0% 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 Botree Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.
The principal office where Botree Investments, LLC performs its advisory services is located at 700 Alexander Park, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-514-0035 or by fax 609-514-0330. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday.