Investment adviser · CRD 110449

TREECE INVESTMENT ADVISORY CORP

Investment adviser filing (IA)

TOLEDO, OH, United States · Form ADV filed Jan 12, 2012

Regulatory AUM
$45.2M
Form ADV · Item 5.F
Client accounts
558
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 12, 2012. View historical filings

Reported services

Individual portfolio management · Market timing

Compensation

Percentage of assets

Principal office

6800 W. CENTRAL AVENUE, UNIT G-1
TOLEDO, OH, 43617, United States

CRD 110449

Filing source

Form ADV 602069 · Jan 12, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.