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Lindsey Anne Knepper

TREASURE INVESTMENT MANAGEMENT, LLC·SAN FRANCISCO, California
SIE, Series 7, Series 24, Series 63Clean recordTREASURE INVESTMENT MANAGEMENT, LLC
1324 CLEMENT STREET, SAN FRANCISCO, CA 94118CRD# 6057938Firm CRD# 309258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Anne Knepper · SAN FRANCISCO, CA
Registration
CRD #6057938 · TREASURE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258 · SEC 801-119780
AUM
$222M
Regulatory assets under management
Employees
3
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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04

Frequently Asked Questions

What services does Lindsey Anne Knepper offer?
Lindsey Anne Knepper specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Lindsey Anne Knepper's credentials?
Lindsey Anne Knepper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Anne Knepper located?
Lindsey Anne Knepper is based in SAN FRANCISCO, California, working with TREASURE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Lindsey Anne Knepper charge for services?
Lindsey Anne Knepper'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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Benjamin Verschuere
SAN FRANCISCO, CA

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Research
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