TREO ASSET MANAGEMENT, LLC

NEW YORK, New York·5 registered advisors·CRD# 164982
SEC# 801-12634802125483240
01

Firm Overview

AUM
$857M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: PERCENTAGE OF CAPITAL DISTRIBUTED TO LIMITED PARTNERS
03

Specialties

Retirement Planning
04

Advisors at TREO ASSET MANAGEMENT, LLC

5 registered advisors
David Michael Johnson
NEW YORK, New York
Eric Barnett Miller
NEW YORK, New York
Finbarr Timothy O'connor
NEW YORK, New York
Gavin Farrell
NEW YORK, New York
John Joseph Macdonald
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. TREO ASSET MANAGEMENT, LLC (CRD# 164982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.