Treveri Capital

Treveri Capital (CRD# 254786) is a financial advisory firm headquartered in Rosemead, CA. They manage $750,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9132 Valley Blvd, Rosemead, CA 91770
https://treverix.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $75,000
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Treveri Capital
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Martinez, financial advisor Rosemead CA
Jeffrey L. Martinez
CRD#: 2677144
9132 Valley Blvd, Rosemead, CA 91770

Jeffrey Martinez (CRD# 2677144) is an Investment Advisor Representative working at Treveri Capital in Rosemead, CA and has over 27 years 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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