Treasury Brokerage

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
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 that registered with the SEC in 2006. Public filings identify ownership as a mix of a domestic entity and an individual, and the firm is classified as unclassified in the snapshot data. The firm has not disclosed descriptive material about its business lines, advisory activities, or client segments in the provided records. The firm appears to operate with a narrow regulatory footprint: it is not designated as a capital allocator, it does not identify as an active ESG investor, and it is not listed as a multi-state adviser, pension consultant, or related adviser in the snapshot information.

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 8
  • Nancy Jerez

    Nancy Jerez

    Senior Director, Business DevelopmentCRD 4641068

  • Frederick Berretta

    Frederick Berretta

    Vice PresidentCRD 2266140

  • Andrew Dorato

    Andrew Dorato

    Senior Relationship ManagerCRD 6288313

Unlock 5 more contacts

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