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Edwin Treimanis

Corinthian Partners Asset Management LLC
38 Years of Experience
Clearwater, FL
8 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Edwin Treimanis is a registered investment advisor at Corinthian Partners Asset Management LLC, based in Clearwater, FL, with 38 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 299 clients with $63M in assets under management.

Corinthian Partners Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
299 clients
Average Client Portfolio
$210K average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically structured up to 2.0% of assets. Fees are calculated quarterly in advance based on billable assets including margin.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1727 Coachman Plaza Drive, Suite 114, Clearwater, FL, 33759

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2017
Judgment / Lien
December 2016
Employment Separation After Allegations
November 2014
Judgment / Lien
November 2013
Judgment / Lien
September 2012
Judgment / Lien
November 2011
Customer Dispute
June 2009
Denied
Customer Dispute
April 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
December 2019 - Present · 6 yrs 10 mos
Corinthian Partners, L.L.C.Broker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
International Assets Investment Management, LLC
December 2014 - May 2019 · 4 yrs 5 mos
International Assets Investment Management, LLC
December 2014 - December 2015 · 1 yr
International Assets Advisory, LLCBroker
November 2014 - December 2017 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
Ameriprise Financial Services, INC.
October 1987 - November 2014 · 27 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 1987 - November 2014 · 27 yrs 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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