Trete Capital Markets, LLC
Firm details
- Headquarters
- Coalville, Utah
- CRD number
- 311773
- Registered since
- May 2, 2024
Firm profile
FINTRXOverview
Trete Capital Markets, LLC is organized as a limited liability company and is SEC-registered as of 2024. The firm identifies its ownership as a combination of a domestic entity and an individual and is categorized as "Unclassified" in the available profile. The firm does not identify itself as a capital allocator, is not listed as an active ESG investor, does not operate as a multistate adviser, and is not presented as a pension consultant or related adviser. The provided materials do not include detail on investment strategies, target client segments, fee schedules, or specific advisory activities.
Assets & Accounts
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
Owners & executives
2 of 2
Isaac Painter
Chief Information OfficerCRD 8094679

Celeste Griffin-churchill
Chief of StaffCRD 4950169
Contacts
3 of 4
Stuart Henderson
Senior Compliance ProfessionalCRD 1121476

Kimberly Matisoff
Senior Compliance ProfessionalCRD 5982741

Samuel Fleischman
Senior Compliance ProfessionalCRD 1860709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coalville, UT
Summit
Location
Coalville, UT
Headquartered in Coalville, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Summit
- Address
- 340 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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