Trete Capital Markets, LLC
Firm details
- Headquarters
- Coalville, Utah
- CRD number
- 311773
- Registered since
- May 2, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Stuart Henderson
Senior Compliance ProfessionalCRD 1121476

Kimberly Matisoff
Senior Compliance ProfessionalCRD 5982741

Samuel Fleischman
Supervisory PrincipalCRD 1860709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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