Treussard Capital Management

Treussard Capital Management (CRD# 326105) is a financial advisory firm headquartered in Newport Beach, CA. They manage $41,783,024 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
895 Dove Street, Suite 300, Newport Beach, CA 92660
http://www.treussard.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $4,178,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Treussard Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Treussard, financial advisor Newport Beach CA
Jonathan Treussard
CRD#: 7722479
895 Dove Street, Suite 300, Newport Beach, CA 92660

Jonathan Treussard (CRD# 7722479) is an Investment Advisor Representative working at Treussard Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

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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