PEPPERTREE CAPITAL MANAGEMENT INC.

57 E. Washington Street
Chagrin Falls, Ohio 44022
Tel: 440-528-0333

About PEPPERTREE CAPITAL MANAGEMENT INC.

PEPPERTREE CAPITAL MANAGEMENT INC, formally registered with the SEC as PEPPERTREE CAPITAL MANAGEMENT INC. The firm was established in 07/24/2014. They have over 1 offices throughout the country.

PEPPERTREE CAPITAL MANAGEMENT INC. is a Chagrin Falls, Ohio based Financial Planning firm with nearly $6,500,844,610 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163215
SEC#	801-80031
Assets Managed by Firm	$6,500,844,610
No. of Clients	22
No. of Advisors	33

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$6,500,844,610
Corporations or other businesses	1	$55,809,991

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