Treece Investment Advisory Corp

Treece Investment Advisory Corp (CRD# 110449) is a financial advisory firm headquartered in Toledo, OH. They manage $20,089,930 in 457 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $43,960
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, OH, TX

Financial Advisors at Treece Investment Advisory Corp
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin C. Treece
CRD#: 5687784
6800 W. Central Avenue, Unit G-1, Toledo, OH 43617
93
Wealthminder
score

Benjamin Treece (CRD# 5687784) is an Investment Advisor Representative working at Treece Investment Advisory Corp in Toledo, OH and has over 6 years of experience in the finance industry.

2
Dock D. Treece
CRD#: 866947
6800 W. Central Ave., Unit G, Toledo, OH 43617
93
Wealthminder
score

Dock Treece (CRD# 866947) is an Investment Advisor Representative working at Treece Investment Advisory Corp in Toledo, OH and has over 34 years of experience in the finance industry.

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