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Building 2TREECE INVESTMENT ADVISORY CORP

Map pinTOLEDO, OH
Phone419-843-7744
NotebookSEC #801-66712
Total AUM
$45.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6800 W. CENTRAL AVENUE
UNIT G-1
TOLEDO
OH 43617
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
419-843-7744

ReceiptFinancials

Total AUM
$45.2M
Accounts
558
Discretionary
$45.2M
Accounts
558
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIOHTX

HandshakeAffiliates

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

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