Treasury Brokerage

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
140855
Registered since
October 11, 2006

Firm profile

FINTRX

Overview

Treasury Brokerage is organized as a limited liability company and is recorded with an SEC registration year of 2006. Ownership structure on file lists both a domestic entity and an individual. FINTRX classifies the firm as unclassified within its taxonomy. The firm does not identify itself as an active ESG investor, and it is not listed as a multi-state adviser, pension consultant, capital allocator, or related adviser. Public-facing detail on its advisory activities, client base, fee arrangements, or specific business lines is minimal in the data provided.

Assets & Accounts

Location & Offices

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

1 of 1
  • Aron Chazen

    Aron Chazen

    Chief Executive Officer & Co-FounderCRD 2211603

Contacts

3 of 9
  • Jeffrey Stallard

    Jeffrey Stallard

    Vice President, Client OperationsCRD 2433108

  • Frederick Berretta

    Frederick Berretta

    Vice PresidentCRD 2266140

  • Christopher Kaminski

    President, Co-FounderCRD 2585962

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
648 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth