SUGAR MAPLE ASSET MANAGEMENT, LLC

2580 S Bay Shore Drive
Suite C
Sister Bay, Wisconsin 54234
Tel: 9205854985

About SUGAR MAPLE ASSET MANAGEMENT, LLC

SUGAR MAPLE ASSET MANAGEMENT, LLC, formally registered with the SEC as SUGAR MAPLE ASSET MANAGEMENT, LLC. The firm was established in 08/29/2022. They have over 2 offices throughout the country.

SUGAR MAPLE ASSET MANAGEMENT, LLC is a Sister Bay, Wisconsin based Financial Planning firm with nearly $215,213,262 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282632
SEC#	801-126457
Assets Managed by Firm	$215,213,262
No. of Clients	188
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	188	$215,213,262
Individuals (other than high net worth individuals)	146	$46,837,966
High net worth individuals	36	$156,915,081
Charitable organizations	3	$1,097,471
Corporations or other businesses	2	$5,030,987

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