Karmeq, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Daly City, California
CRD number
300796
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

Karmeq, LLC is organized as a limited liability company and is registered with the SEC (registered in 2020). The firm's ownership is described as involving both a domestic entity and an individual. Regulatory and product classifications in the dataset are minimal: the firm is listed as unclassified and its record does not identify it as a capital allocator, an active ESG investor, a pension consultant or a related adviser. The firm has not supplied descriptive detail about its advisory offerings, fee schedules, target client types or investment mandates in the provided dataset. That lack of disclosure makes it difficult to characterize its client-facing services or portfolio construction approach from public-source data alone.

Assets & Accounts

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

Owners & executives

1 of 1
  • Darrell Young

    Founder & CEOCRD 4708550

Contacts

2 of 2
  • Celeste Moye

    Celeste Moye

    FinOpCRD 6566618

  • Wayland Woo

    Operations ManagerCRD 4146546

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Daly City, CA

San Mateo

Location

Daly City, CA

Headquartered in Daly City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
318 Westlake Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth