Edwin Treimanis
Edwin Treimanis is a registered investment advisor at Corinthian Partners Asset Management LLC, based in Tampa, FL, with 38 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 210 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPAM provides investment management services for a fee based on the market value of your account, typically structured up to 2.0% of assets. Fees are negotiable and calculated quarterly, payable in advance. The fee includes the full value of any assets purchased on margin.
Location
4890 W Kennedy Blvd, Suite 900, Tampa, FL, 33609
Get directionsHistory
Regulatory History (8)
Judgment / Lien
May 2017Judgment / Lien
December 2016Employment Separation After Allegations
November 2014Judgment / Lien
November 2013Judgment / Lien
September 2012Judgment / Lien
November 2011Customer Dispute
June 2009Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Edwin facilitates IUL proposals and implements fixed insurance products through Advisor Excell since March 2023. This requires minimal time.
Employment History
Current Registrations
Corinthian Partners Asset Management LLC
Corinthian Partners, L.L.C.Broker
Previous Registrations
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.