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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Isaac Painter

    Isaac Painter

    Chief Information OfficerCRD 8094679

  • Celeste Griffin-churchill

    Celeste Griffin-churchill

    Chief of StaffCRD 4950169

Contacts

3 of 4
  • Stuart Henderson

    Stuart Henderson

    Senior Compliance ProfessionalCRD 1121476

  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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