Trete Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
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 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

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

2 of 2
  • Celeste Griffin-churchill

    Celeste Griffin-churchill

    Chief of StaffCRD 4950169

  • Isaac Painter

    Isaac Painter

    Chief Information OfficerCRD 8094679

Contacts

3 of 4
  • Kimberly Matisoff

    Kimberly Matisoff

    Senior Compliance ProfessionalCRD 5982741

  • Samuel Fleischman

    Samuel Fleischman

    Supervisory PrincipalCRD 1860709

  • Stuart Henderson

    Stuart Henderson

    Senior Compliance ProfessionalCRD 1121476

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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