← Tributary

FIRREO

· CRD 325297 · IAPD ↗ · 202-630-7183

$0Regulatory AUM
0Advisory reps
1Employees
10Clients
0Planning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
March 2026 — FIRREO's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.