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 recorded as an SEC-registered adviser in 2024. Public filings classify the firm as unclassified and identify the owner type as a domestic entity and individual. The dataset provides little detail on the firm's advisory services, client types, or specific business lines. Available snapshot flags indicate Trete Capital Markets is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser to another registered entity.
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 2CELESTE GRIFFIN-CHURCHILL
Chief of StaffCRD 4950169
Isaac Painter
Chief Information OfficerCRD 8094679
Contacts
3 of 4Stuart Henderson
Senior Compliance ProfessionalCRD 1121476
KIMBERLY MATISOFF
Senior Compliance ProfessionalCRD 5982741
Jessica Layton
Head of Finance & HRCRD 8092662
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
Similar firms
WILSON-DAVIS & CO., INC.
Broker-DealerSALT LAKE CITY , UT
COINZOOM SECURITIES, LLC
Broker-DealerSALT LAKE CITY , UT
CREWE CAPITAL
Broker-DealerSALT LAKE CITY , UT
MHL TAMP
Broker-DealerMIDVALE, UT
BRUCE A. LEFAVI SECURITIES, INC.
Broker-DealerSALT LAKE CITY , UT
ROCKDALE SECURITIES, LLC
Broker-DealerBOUNTIFUL, UT