Trete Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Coalville, Utah
CRD number
311773
Registered since
May 2, 2024

Firm profile

FINTRX

Overview

Trete Capital Markets, LLC is organized as a limited liability company and appears in SEC records with a registration year of 2024. The dataset classifies ownership as a domestic entity/individual and does not assign the firm to a specific advisory classification. Available filings indicate the firm is not a capital allocator and does not identify itself as an ESG-active investor. The record also flags Trete Capital Markets as not operating as a multi-state adviser, not serving as a pension consultant, and not listed as a related adviser. Public disclosures in the source material are sparse: the firm did not provide narrative detail about its core advisory services, client segments, fee schedules, or the specific business activities it conducts.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Stuart Henderson

    Stuart Henderson

    Senior Compliance ProfessionalCRD 1121476

  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Samuel Fleischman

    Samuel Fleischman

    Supervisory PrincipalCRD 1860709

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Coalville, UT

Summit

Location

Coalville, UT

Headquartered in Coalville, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Summit
Address
340 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth