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Julian Treves

Avise Financial

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About Julian Treves

Julian Treves is an Investment Advisor Representative with Avise Financial, located in Merion Station, PA. Julian has been in the financial industry since 2008, working with individuals and businesses on their financial goals. Julian provides financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Julian is registered with the state of Pennsylvania to provide investment advisory services. Julian holds Series 65 and Series 63 licenses.

Firm Information

Julian Treves is currently registered with Avise Financial. Avise Financial is a Registered Investment Advisor with $125,910,558 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals and businesses. They have a total of 450 accounts, including 43 high-net-worth individuals with $91,328,297 in assets under management and 100 individuals other than high-net-worth with $34,582,261 in assets under management.

$125.91M

Assets Under Management

9

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julian Treves’s Registration & Firm History

PA

02/18/2025 - Present

Avise Financial (Merion Station PA)

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Licenses & Designations

BC

Issued 09/21/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julian Treves.
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