Karmeq, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Daly City, California
CRD number
300796
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

Karmeq, LLC is an SEC-registered limited liability company that first registered in 2020. Filings identify ownership as a mix of a domestic entity and an individual and the firm is classified as unclassified in the dataset. The record flags the adviser as not a capital allocator and not an active ESG investor. It is also noted as not operating as a multistate adviser, not serving as a pension consultant and not identified as a related adviser. Public disclosures included in the dataset offer limited detail about Karmeq’s advisory activities, fee structure or client types, leaving the firm’s target market and core service model unclear from these records.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Darrell Young

    Founder & CEOCRD 4708550

Contacts

2 of 2
  • Wayland Woo

    Operations ManagerCRD 4146546

  • Celeste Moye

    Celeste Moye

    FinOpCRD 6566618

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Daly City, CA

San Mateo

Location

Daly City, CA

Headquartered in Daly City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
318 Westlake Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth