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Benjamin Cory Treece

TREECE INVESTMENT ADVISORY CORP·TOLEDO, Ohio
Clean recordTREECE INVESTMENT ADVISORY CORP
6800 W. CENTRAL AVENUE, TOLEDO, OH 43617CRD# 5687784Firm CRD# 110449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Cory Treece · TOLEDO, OH
Registration
CRD #5687784 · TREECE INVESTMENT ADVISORY CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Cory Treece is a registered financial advisor based in TOLEDO, Ohio, affiliated with TREECE INVESTMENT ADVISORY CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TREECE INVESTMENT ADVISORY CORP
TREECE INVESTMENT ADVISORY CORP
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TREECE INVESTMENT ADVISORY CORP →
Services
Portfolio management (individuals)
Other advisory services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5687784
Firm CRD# 110449
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Cory Treece offer?
Benjamin Cory Treece specializes in Investment Management, Fee-Only Advisory. Contact their office in TOLEDO, Ohio for a consultation.
What are Benjamin Cory Treece's credentials?
Benjamin Cory Treece is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Cory Treece located?
Benjamin Cory Treece is based in TOLEDO, Ohio, working with TREECE INVESTMENT ADVISORY CORP. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Benjamin Cory Treece charge for services?
Benjamin Cory Treece'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 TREECE INVESTMENT ADVISORY CORP?
TREECE INVESTMENT ADVISORY CORP has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREECE INVESTMENT ADVISORY CORP

Dock David Treece
TOLEDO, OH
Dock Douglas Treece
TOLEDO, OH

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