TREASURY INTERACTIVE INVESTMENT ADVISERS LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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

2 of 2
  • Elias Rothblatt

    CEO and Co-FounderCRD 7779751

  • Ivar Vong

    CTO & Co-FounderCRD 7779752

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth