Treveri Capital
Treveri Capital (CRD# 254786) is a financial advisory firm headquartered in Rosemead, CA. They manage $750,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$75,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Treveri Capital
1
Jeffrey Martinez (CRD# 2677144) is an Investment Advisor Representative working at Treveri Capital in Rosemead, CA and has over 27 years of experience in the finance industry.
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