$432.4K Total AUM
$432.4K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
8565 S. Eastern Avenue Suite 150 LAS Vegas NV
About Tresco Financial, LLC
Tresco Financial, LLC is a LAS Vegas-based RIA. The firm has been operating for 8 years. Managing $432.4K in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Fidelity/NFS.
Team overview
-- AVG AGE
$432.4K AVG AUM / ADVISOR
$61.8K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JESSE CURIEL III
Chief Compliance Officer, Chief Executive Officer, Managing Member, Registered Investment Advisor
- CRD
- #2868588
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $432,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $432,395 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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