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TREBUCHET CONSULTING, LLC
CRD 166645 · SEC 801-77644
313 CASTLE SHANNON BLVD., PITTSBURGH, PA, 15234, United States
Phone
412-388-0715
Fax
412-388-0719
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$0
Team
7 total employees; 7 advisory reps; 39 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $55.3M |
| High net worth individuals | 220 | $1.01B |
| Corporations/business entities | 4 | $11.7M |
States served
CA, GA, KY, LA, MD, MA, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD