Trete Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Coalville, Utah
CRD number
311773
Registered since
May 2, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Celeste Griffin-churchill

    Celeste Griffin-churchill

    Chief of StaffCRD 4950169

  • Isaac Painter

    Isaac Painter

    Chief Information OfficerCRD 8094679

Contacts

3 of 4
  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Stuart Henderson

    Stuart Henderson

    Senior Compliance ProfessionalCRD 1121476

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth