Be advised. This firm is no longer registered.

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 1 states (or territories).

Current Firm Details
15302 Central Avenue, Chino, CA 91710
https://www.treswealthmanagementgroup.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $311,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Tres Wealth Management Group LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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