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- Custodian
- Interactive Brokers · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2015
- Office Locations
- 1
Office Locations
About Treveri Capital
Treveri Capital LLC is a California RIA providing financial planning, portfolio management, estate planning, and insurance risk guidance, plus business services for high-growth startups (401(k) setup/analysis, buy/sell agreements, executive liquidity planning). It also offers institutional and family-office crypto and liquid-alts solutions focused on volatility capture, high liquidity, and weekly income via staking. Founded by Jeff Martinez, CRPC® and former Pacific Stock Exchange electronic broker who leads the Los Angeles Fintech Meetup.
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Owner & Executives
JEFFREY L MARTINEZ
Owner
- CRD
- #2677144
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,110,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,110,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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