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TREASURE INVESTMENT MANAGEMENT, LLC
TREASURE INVESTMENT MANAGEMENT, LLC
SCOTTSDALE, Arizona
·
2 registered advisors
·
CRD# 309258
SEC# 801-119780
0
224-309-9330
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TREASURE INVESTMENT MANAGEMENT, LLC
2 registered advisors
Benjamin Verschuere
SAN FRANCISCO, California
CRD# 7252992
Lindsey Anne Knepper
SAN FRANCISCO, California
CRD# 6057938
05
Office Locations
SAN FRANCISCO, California
2 advisors
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Data sourced from SEC Form ADV filings. TREASURE INVESTMENT MANAGEMENT, LLC (CRD# 309258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.