Treasure Investment Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$253M

Discretionary

$253M

100% of AUM

Avg account

$745K

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 309258
Registered since: November 12, 2020
Website: www.treasurefi.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM
Client types: Corporations / Businesses99.83%
Charitable Organizations0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Treasure Investment Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2020. The firm bills clients on a percentage-of-AUM basis and identifies its client base as institutional while also providing portfolio management services for individuals, small businesses, and other businesses or institutions. Treasure classifies itself as an institutional adviser, is not a capital allocator, and does not market itself as an active ESG investor, pension consultant, or multi-state adviser.