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 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

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

    Chief of StaffCRD 4950169

  • Isaac Painter

    Chief Information OfficerCRD 8094679

Contacts

3 of 4
  • Stuart Henderson

    Senior Compliance ProfessionalCRD 1121476

  • KIMBERLY MATISOFF

    Senior Compliance ProfessionalCRD 5982741

  • Jessica Layton

    Head of Finance & HRCRD 8092662

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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