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 is listed in FINTRX with very limited public disclosure about its business activities. The firm’s classification is recorded as unclassified, and ownership is noted as a mix of a domestic entity and an individual. FINTRX does not list typical advisory attributes such as fee structure, client types, or specific advisory activities for the firm. Available metadata flags show the firm does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. It is also not marked as a newly formed adviser. Beyond these attributes, there are no firm-level descriptions of investment focus, product lineup, or target client segments in the provided dataset.
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
2 of 2
Celeste Griffin-churchill
Chief of StaffCRD 4950169

Isaac Painter
Chief Information OfficerCRD 8094679
Contacts
3 of 4
Kimberly Matisoff
Senior Compliance ProfessionalCRD 5982741

Samuel Fleischman
Supervisory PrincipalCRD 1860709

Stuart Henderson
Senior Compliance ProfessionalCRD 1121476
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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