Unclaimed Profile

Benjamin Verschuere

TREASURE INVESTMENT MANAGEMENT, LLC·SAN FRANCISCO, California

Series 65Clean record6 years registeredTREASURE INVESTMENT MANAGEMENT, LLC

1324 CLEMENT STREET, SAN FRANCISCO, CA 94118CRD# 7252992Firm CRD# 309258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Verschuere · SAN FRANCISCO, CA

Registration

CRD #7252992 · TREASURE INVESTMENT MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TREASURE INVESTMENT MANAGEMENT, LLC

TREASURE INVESTMENT MANAGEMENT, LLC

Jun 2021 – Nov 2024

SCOTTSDALE, AZ

TREASURE INVESTMENT MANAGEMENT, LLC

Jun 2020 – Oct 2020

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 25, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREASURE INVESTMENT MANAGEMENT, LLC

CRD 309258 · SEC 801-119780

AUM

$222M

Regulatory assets under management

Employees

319 client accounts

Services offered by TREASURE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TREASURE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Verschuere offer?

Benjamin Verschuere specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Benjamin Verschuere's credentials?

Benjamin Verschuere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Verschuere located?

Benjamin Verschuere is based in SAN FRANCISCO, California, last registered with TREASURE INVESTMENT MANAGEMENT, LLC.

How does Benjamin Verschuere charge for services?

Benjamin Verschuere's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREASURE INVESTMENT MANAGEMENT, LLC?

TREASURE INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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