TREASURY INTERACTIVE INVESTMENT ADVISERS LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 327585
- Registered since
- August 17, 2023
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Treasury Interactive Investment Advisers LLC is a limited liability company that registered with the SEC in 2023 and serves individual and family clients. The firm’s advisory scope centers on portfolio management for individuals and small businesses and on delivering educational seminars and workshops. It operates across more than one state and uses a fixed‑fee pricing model rather than asset‑based fees. The firm does not present itself as a capital allocator, pension consultant, or affiliated/related adviser in the available data. It is not identified as an active ESG investor in the dataset and is listed under a general/unclassified firm type.
Assets & Accounts
Investments & Alternatives
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
2 of 2Elias Rothblatt
CEO and Co-FounderCRD 7779751
Ivar Vong
CTO & Co-FounderCRD 7779752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
KINGS
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- KINGS
- Address
- 68 Jay St
- Time zone
- ET (UTC-5)
- Office locations
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