TRABD LLC
Firm details
- Headquarters
- LAFAYETTE, California
- CRD number
- 314656
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2TRENOR ASKEW
ManagerCRD 7370949
William DeMar
Senior Director, Wealth ManagementCRD 4550874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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