Treveri Capital

Treveri Capital (CRD# 254786) is a financial advisory firm headquartered in Rosemead, CA. They manage $132,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $44,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Treveri Capital
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey L. Martinez
CRD#: 2677144
9134 Valley Blvd, Rosemead, CA 91770
81
Wealthminder
score

Jeffrey Martinez (CRD# 2677144) is an Investment Advisor Representative working at Treveri Capital in Rosemead, CA and has over 19 years of experience in the finance industry.

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