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 operates as a limited liability company that has been SEC-registered since 2006. Ownership includes both a domestic corporate entity and an individual owner. The firm is classified as unclassified in the available records and does not appear to act as a capital allocator. It is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures for the firm are sparse: the record does not include stated business lines, fee schedule, client segments, or specified advisory activities. The available profile therefore provides a regulatory and structural snapshot rather than a description of investment strategy or client-facing services.
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 1ARON CHAZEN
CEOCRD 2211603
Contacts
3 of 8NANCY JEREZ
Senior DirectorCRD 4641068
FREDERICK BERRETTA
Vice PresidentCRD 2266140
ANDREW DORATO
Senior Relationship ManagerCRD 6288313
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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