RIA Intelligence

TREEBY CAPITAL ADVISORS

CRD #120097 SEC #801-61086 LAGUNA NIGUEL, CA 949-279-8966
SEC Registered
Total AUM
$10M
Discretionary
$10M
Employees
5
Clients
--
Accounts
40

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 11, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TREEBY, ROSS, STAFFORDIMANAGER LLCE Control

Registrations

Federal

IA
Apr 11, 2002 REGISTERED

Notice Filings (1)

CA

Address

32473 OUTRIGGER WAY
LAGUNA NIGUEL, CA 92677
USA
Phone: 949-279-8966