Treasury Brokerage

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
140855
Registered since
October 11, 2006

Firm profile

FINTRX

Overview

Treasury Brokerage is organized as a limited liability company and is SEC-registered since 2006. Public filings classify the firm as unclassified and identify its ownership as a mix of a domestic entity and an individual. The firm does not self-identify as a capital allocator or an active ESG investor. It is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser in the available dataset. Available source material provides only high-level regulatory and structural details; it does not describe the firm’s client segments, fee schedules, advisory services, or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Aron Chazen

    Aron Chazen

    Chief Executive Officer & Co-FounderCRD 2211603

Contacts

3 of 8
  • Jeffrey Stallard

    Jeffrey Stallard

    Vice President, Client OperationsCRD 2433108

  • Frederick Berretta

    Frederick Berretta

    Vice PresidentCRD 2266140

  • Christopher Kaminski

    President, Co-FounderCRD 2585962

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
648 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth