Zachary
Treu
Victory Financial
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About this Advisor
Zachary Treu is a financial advisor based in Austin, Texas, working with Victory Financial. Zachary has previously held positions at Trinity University, San Antonio Parks Foundation, Foresters Financial, Equitable Advisors, LLC, Victory Financial, and Purshe Kaplan Sterling Investments. Zachary has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Zachary is part of Victory Financial, which operates out of Austin, Texas. The firm has 6 offices and 12 employees. The firm manages assets totaling $288.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Victory Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Victory Financial Brokerage Details
$288,809,303
12
1,521
$189,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Zachary Treu Work History
Victory Financial
Purshe Kaplan Sterling Investments
Foresters Financial
Equitable Advisors, LLC
San Antonio Parks Foundation
Trinity University
San Antonio Parks Foundation
Trinity University
Disclosures
Please visit the SEC profile of Zachary Treu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victory Financial
Park Ridge, IL
Austin, TX
Austin, TX
Prosper, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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