Trumid Financial LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172129
- Registered since
- November 19, 2014
- Website
- www.trumid.com
Firm profile
FINTRXOverview
Trumid Financial LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records that it does not operate as a capital allocator. The profile also indicates the firm is not identified as an active ESG investor, is not registered as a multi-state adviser, is not flagged as newly formed, and does not function as a pension consultant or related adviser under the FINTRX entry.
Assets & Accounts
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
Owners & executives
3 of 5
Ronald Mateo
Founder and Co-CEOCRD 2802819
Jason Quinn
Chief Product OfficerCRD 4238061
Michael Sobel
President & Co-CEOCRD 4430822
Contacts
3 of 47John Coughlin
Emerging MarketsCRD 2802825
Jasen Conners
Managing DirectorCRD 2963529
Paul Varjan
Head of TradingCRD 3221325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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