Tres Wealth Management Group LLC
Tres Wealth Management Group LLC (CRD# 167602) is a financial advisory firm headquartered in Chino, CA. They manage $58,000,000 in 186 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management58MILLION
Total Number of Accounts186ACCOUNTS
Average Account Value$311,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Robert Kalter (CRD# 1559796) is an Investment Advisor Representative working at Tres Wealth Management Group LLC in Chino, CA and has over 17 years of experience in the finance industry.
Jay Sesto (CRD# 1437173) is an Investment Advisor Representative working at Tres Wealth Management Group LLC in Chino, CA and has over 19 years of experience in the finance industry.