GEOMETRY RESEARCH MANAGER, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THORNTON, Colorado
CRD number
324118

Firm profile

FINTRX

Overview

Geometry Research Manager, LLC is a limited liability company that operates within the financial services sector. The firm primarily engages in managing pooled investment vehicles, acting as a sponsor, general partner, and managing member. While the firm does not have a defined client base or fee structure publicly available, it is involved in advisory activities related to investment management. The firm does not focus on environmental, social, and governance (ESG) investing, nor does it serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jake Klamka

    ManagerCRD 7658388

  • Mitchell Thayer

    PresidentCRD 7658391

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THORNTON, CO

ADAMS

Location

THORNTON, CO

Headquartered in THORNTON, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ADAMS
Address
3879 E 120th Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth