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Treece Investment Advisory Corp (Toledo)


Treece Investment Advisory Corp is an adviser based in Toledo. It manages $45.2 million of regulatory assets for 558 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Michigan, Ohio, and Texas.

Treece Investment Advisory Corp provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Treece Investment Advisory Corp: assets under management

The assets under management (AUM) of Treece Investment Advisory Corp is $45.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.01 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Treece Investment Advisory Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Toledo

The principal office where Treece Investment Advisory Corp performs its advisory services is located at 6800 W. Central Avenue, Toledo, OH 43617, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-843-7744 or by fax 419-843-7742. The normal business hours are 8:30am to 4:30pm on Monday - Friday.


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