Treybourne Wealth Planners is an investment advisor in Greenwood with $422.12 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
351541532
SEC advisor number
801-64128
FINRA CRD number
122730
AUM ?
$422.12 mm
(as of 24 Mar 21)
Accounts
1,279
(as of 24 Mar 21)
Employees
8
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M.-5:00 P.M.
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Armbruster, Martin, Joseph | Chief Compliance Officer, President | 12/2002 | > 75% |
| Willison, Stephanie, Lynn | Vice President & Principal | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings