Honeytree Investment Management
Honeytree Investment Management is an SEC-registered ria with $13.6M assets under management (AUM, regulatory AUM), +83% over one year. See who owns Honeytree Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313415, SEC 801-120880, data through 2025-11-11.
- AUM (assets under management / regulatory AUM)
- $13.6M (2025-11-11)
- Firm type
- Ria
- Employees
- 3
- Clients
- 11
- CRD
- 313415
- Ownership
- Glick, Paula; Simmie, Marjorie, Elizabeth; SIMMIE, ALLAN, PETER
How much AUM does Honeytree Investment Management have?
Honeytree Investment Management reported $13.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-11-11).
Who owns Honeytree Investment Management?
Disclosed owners and executives of Honeytree Investment Management include Glick, Paula, Simmie, Marjorie, Elizabeth, SIMMIE, ALLAN, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.