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 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
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 5MICHAEL SOBEL
President & Co-CEOCRD 4430822
DANIEL SIRACUSE
Chief Financial Officer & Chief Operations OfficerCRD 5752088
RONALD MATEO
Founder and Co-CEOCRD 2802819
Contacts
3 of 48Han Song Huang
Vice PresidentCRD 7076023
NICOLLE BRESCIA
SalesCRD 5225735
IVANA BOURAS
SalespersonCRD 4423501
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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