TREASURE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$253M

Discretionary

$253M

100% of AUM

Avg account

$745K

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 309258
Registered since: November 12, 2020
Website: www.treasurefi.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM
Client types: Corporations / Businesses99.83%
Charitable Organizations0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Treasure Investment Management, LLC is an SEC-registered investment adviser formed as an LLC in 2020. The firm provides portfolio management for a mix of clients that includes individuals and small businesses as well as business and institutional accounts. Fee arrangements are based on a percentage of assets under management. Treasure identifies itself as serving institutional clients in its snapshot data, but its disclosed advisory activities show hands-on portfolio management across both retail-sized and institutional relationships. The firm does not present itself as a multi-state adviser or a pension consultant, and it does not flag ESG investing as an active focus.