Treasury Brokerage
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 140855
- Registered since
- October 11, 2006
- Website
- www.treasurycurve.com
Firm profile
FINTRXOverview
Treasury Brokerage is organized as a limited liability company and is recorded with an SEC registration year of 2006. Ownership structure on file lists both a domestic entity and an individual. FINTRX classifies the firm as unclassified within its taxonomy. The firm does not identify itself as an active ESG investor, and it is not listed as a multi-state adviser, pension consultant, capital allocator, or related adviser. Public-facing detail on its advisory activities, client base, fee arrangements, or specific business lines is minimal in the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Aron Chazen
Chief Executive Officer & Co-FounderCRD 2211603
Contacts
3 of 9Jeffrey Stallard
Vice President, Client OperationsCRD 2433108

Frederick Berretta
Vice PresidentCRD 2266140
Christopher Kaminski
President, Co-FounderCRD 2585962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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