AdvisorOS Directory
Claim Profile
DT

Dock Douglas Treece

TREECE INVESTMENT ADVISORY CORP·TOLEDO, Ohio
Unclaimed Profile
6800 W. CENTRAL AVENUE, TOLEDO, OH 43617CRD# 866947Firm CRD# 110449
01

About

Dock Douglas 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
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# 866947
Firm CRD# 110449
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TOLEDO?

Browse all registered financial advisors in TOLEDO, Ohio or claim this profile if it's yours.

Browse TOLEDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dock Douglas Treece offer?
Dock Douglas Treece specializes in Investment Management, Fee-Only Advisory. Contact their office in TOLEDO, Ohio for a consultation.
What are Dock Douglas Treece's credentials?
Dock Douglas Treece is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dock Douglas Treece located?
Dock Douglas 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 Dock Douglas Treece charge for services?
Dock Douglas 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TOLEDO
Brian Kenneth Hughes — PARLAN FINANCIAL CORPBrittany Nicole Blazey — OAK TRAIL ADVISORS, LLCGary Lee Rathbun — PRIVATE WEALTH CONSULTANTS LTDHelyn C. Bolanis — PARLAN FINANCIAL CORPMatthew Grant Mcqueen — SENIORS HOUSING FUND MANAGER LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile