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Building 2TREASURE INVESTMENT MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone310-957-9428
NotebookSEC #801-119780
Total AUM
$252.7M
Employees
4
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15169 NORTH SCOTTSDALE ROAD
SUITE 205
SCOTTSDALE
AZ 85254
United States
Operating Hours
9:00 AM. - 5:00 P.M.
Monday - Friday
Phone
310-957-9428

ReceiptFinancials

Total AUM
$252.7M
Accounts
339
Discretionary
$252.7M
Accounts
339
Non-Discretionary
$0
Accounts
0

ContactClients

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Charitable Organization Clients
1
AUM
$419K
Corporation or Business Clients
336
AUM
$252.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAILMANCNVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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