TREASURE INVESTMENT MANAGEMENT, LLC

5247 E Anderson Dr
Scottsdale, Arizona 85254
Tel: 224-309-9330

About TREASURE INVESTMENT MANAGEMENT, LLC

TREASURE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TREASURE INVESTMENT MANAGEMENT, LLC. The firm was established in 11/12/2020. They have over 1 offices throughout the country.

TREASURE INVESTMENT MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $222,060,272 assets under management, offering retirement planning & investment advisory services to 319 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309258
SEC#	801-119780
Assets Managed by Firm	$222,060,272
No. of Clients	319
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	319	$222,060,272
Corporations or other businesses	319	$222,060,272

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