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 as an SEC-registered investment adviser as of 2024. The registry records the firm’s ownership as a combination of a domestic entity and an individual and classifies the adviser as unclassified. The data indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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
Isaac Painter
Chief Information OfficerCRD 8094679
Celeste Griffin-churchill
Chief of StaffCRD 4950169
Contacts
3 of 4
Stuart Henderson
Senior Compliance ProfessionalCRD 1121476
Kimberly Matisoff
Senior Compliance ProfessionalCRD 5982741
Samuel Fleischman
Senior Compliance ProfessionalCRD 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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