Trimon Capital
Firm details
- Headquarters
- ,
- CRD number
- 323318
- Website
- www.trimoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Trimon Capital operates as a small, owner-run limited liability advisory focused on individualized portfolio management and financial planning for individuals and small businesses. The firm runs discretionary mandates and positions ESG considerations in its investment approach, indicating a preference for incorporating environmental, social or governance factors into manager selection and portfolio construction. Service offerings include financial planning, portfolio management and investor education through seminars and workshops. Fee arrangements are charged as a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities52%
- US Government Bonds48%
Owners & executives
1 of 1
Mihail Dobrinov
Founder and CEOCRD 7624425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations