TRUMID FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
53
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172129
Registered since
November 19, 2014

Firm profile

FINTRX

Overview

Trumid Financial LLC is organized as a limited liability company and has been SEC-registered since 2014. FINTRX classifies the firm as "unclassified" and records its owner type as a mix of a domestic entity and an individual. The dataset does not describe the firm's specific advisory activities, fee model, or client segments. The firm is not identified in FINTRX as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX also indicates the firm is not newly formed. Beyond these regulatory and status attributes, Trumid Financial has provided little public detail about its investment preferences, manager allocation interests, or the services it offers.

Assets & Accounts

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

3 of 5
  • MICHAEL SOBEL

    President & Co-CEOCRD 4430822

  • DANIEL SIRACUSE

    Chief Financial Officer & Chief Operations OfficerCRD 5752088

  • RONALD MATEO

    Founder and Co-CEOCRD 2802819

Unlock 2 more executives

Contacts

3 of 48
  • Han Song Huang

    Vice PresidentCRD 7076023

  • NICOLLE BRESCIA

    SalesCRD 5225735

  • IVANA BOURAS

    SalespersonCRD 4423501

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1411 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth