TREECE INVESTMENT ADVISORY CORP
CRD #110449 SEC #801-66712 TOLEDO, OH 419-843-7744
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
1
Clients
--
Accounts
565
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, DOCK, DOUGLAS | I | PRESIDENT, DIRECTOR, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | E | Control |
| TREECE, BENJAMIN, CORY | I | VICE PRESIDENT | A | Control |
| TREECE, BENJAMIN, CORY | I | VICE PRESIDENT | A | Control |
| TREECE, BENJAMIN, CORY | I | VICE PRESIDENT | A | Control |
| TREECE, BENJAMIN, CORY | I | VICE PRESIDENT | A | Control |
| TREECE, DOCK, DAVID | I | VICE PRESIDENT | A | Control |
| TREECE, DOCK, DAVID | I | VICE PRESIDENT | A | Control |
| TREECE, DOCK, DAVID | I | VICE PRESIDENT | A | Control |
| TREECE, DOCK, DAVID | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Dec 14, 2011 REGISTERED
Notice Filings (4)
FL MI OH TX
Address
6800 W. CENTRAL AVENUEUNIT G-1
TOLEDO, OH 43617
United States
Phone: 419-843-7744