TRIFLAME CAPITAL
Firm details
- Headquarters
- ROSEVILLE, California
- CRD number
- 332465
- Website
- triflamecapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.45%
- HNWI34.88%
- Corporations / Businesses1.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Triflame Capital is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and focuses on financial planning and portfolio management for individuals and small businesses. Its client billing includes percentage-of-AUM arrangements along with hourly and fixed-fee engagements. Triflame does not identify as an active ESG investor and is not structured as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities49%
- Cash & Cash Equivalents2%
Contacts
1 of 1Emin Nabiyev
FounderCRD 7055424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSEVILLE, CA
PLACER
Location
ROSEVILLE, CA
Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 5098 Foothills Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT
RIAROSEVILLE, CA
PINEDO FINANCIAL SERVICES
RIAROSEVILLE, CA
SISTO INVESTMENT ADVISORY, LLC
RIAROSEVILLE, CA
PROCESS WEALTH LLC
RIAROSEVILLE, CA
ADVENT CAPITAL LLC
RIAROSEVILLE, CA
MEASURED FINANCIAL
RIAROSEVILLE, CA