TREEHOUSE FINANCIAL, INC

TREEHOUSE FINANCIAL, INC is an SEC-registered investment adviser (CRD 161164). Regulatory assets under management: $1.4M.

Registration

• CRD: 161164
• Type: Registered investment adviser
• Phone: 803-351-0800
• Latest filing: 2026-03-26
• Regulatory AUM: $1.4M
• Non-discretionary AUM: $1.4M
• Clients: 2
• Accounts: 11

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search