TREECE INVESTMENT ADVISORY CORP

TOLEDO, Ohio·3 registered advisors·CRD# 110449
SEC# 801-66712419-843-7744
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other advisory services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at TREECE INVESTMENT ADVISORY CORP

3 registered advisors
Benjamin Cory Treece
TOLEDO, Ohio
Dock David Treece
TOLEDO, Ohio
Dock Douglas Treece
TOLEDO, Ohio
05

Office Locations

TOLEDO, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. TREECE INVESTMENT ADVISORY CORP (CRD# 110449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.