Treasure Investment Management, LLC
Investment Advisory Services Solicitation Disclosure

Updated: January 16, 2024

Treasure Investment Management, LLC (“Treasure”) has engaged Altir Industries, Inc. (“Altir” or “Solicitor”) to refer its customers to Treasure to obtain investment advisory services that complement the financial technology services that Altir provides.

Material Conflict of Interest. The Solicitor has a business relationship with Treasure which creates an incentive for the Solicitor to refer your company to Treasure over other investment advisers, if any, that may achieve superior performance, charge lower fees (whether for investment advisory services or related technologies), or are otherwise better suited to your company’s needs than Treasure. In addition, clients referred by the Solicitor do not have access to Treasure’s full product suite and services. The Solicitor’s business relationship with Treasure creates an incentive for it to refer clients to Treasure despite the products and services available being more limited than if the client were to sign up directly with Treasure.

By clicking “I agree to these account terms”, you acknowledge that you are duly authorized to agree on behalf of your company to the arrangement described in this Disclosure and have received, reviewed, understood, and agree to all information in this Disclosure.

Treasure Technologies Inc.
447 Sutter St
STE 405 PMB 25
San Francisco, CA 94108
Website is operated by Treasure Investment Management, LLC ("Treasure"), a wholly-owned subsidiary of Treasure Technologies, Inc., and an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Brokerage services are provided to clients of Treasure by Apex Clearing Corporation ("Apex"), an SEC-registered broker-dealer and member FINRA.

Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.