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 appears on the SEC registry with a 2024 registration year. Ownership is listed as a combination of a domestic entity and an individual, and the firm’s classification in the source file is “Unclassified.” The record flags the firm as not being a capital allocator and indicates it is not an active ESG investor. It is also noted as not operating as a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not supplied descriptive entries for client segments, fee arrangements, specific business or advisory activities, or affiliations. Those omissions make it difficult to assess target clients, service model, or investment approach from the available data.
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
Celeste Griffin-churchill
Chief of StaffCRD 4950169

Isaac Painter
Chief Information OfficerCRD 8094679
Contacts
3 of 4
Kimberly Matisoff
Senior Compliance ProfessionalCRD 5982741

Samuel Fleischman
Senior Compliance ProfessionalCRD 1860709

Stuart Henderson
Senior Compliance ProfessionalCRD 1121476
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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