TRABD LLC

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

Firm details

Headquarters
LAFAYETTE, California
CRD number
314656

Firm profile

FINTRX

Overview

Trabd LLC is a limited liability company engaged in various investment activities. While specific details about their investment preferences and manager allocation interests are not disclosed, the firm operates as an unclassified entity within the financial services industry. Trabd LLC is involved in activities such as advising on pooled investment vehicles and has affiliations with other investment advisers and real estate brokers. The firm does not currently identify as an active ESG investor, nor does it serve as a capital allocator or pension consultant.

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

Contacts

2 of 2
  • TRENOR ASKEW

    ManagerCRD 7370949

  • William DeMar

    Senior Director, Wealth ManagementCRD 4550874

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
251 Lafayette Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth