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CRD#: 311773
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for TRETE CAPITAL MARKETS, LLC Comes From
Understanding the Statistics for TRETE CAPITAL MARKETS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
340 South Main Street, Coalville, UT 84017
Mailing Address
340 South Main Street, Coalville, UT 84017
Firm Size
Small
Phone Number
(469) 481-7681
Established
Texas since 10/13/2020
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TRETE CAPITAL MARKETS, LLC
SF
Samuel Jay Fleischman
RR
CRD#: 1860709
Location:
New York, NY 10022
Company:
D. BORAL CAPITAL
Disclosures:
Experience:
36 years
KM
Kimberly Dorman Matisoff
RR
CRD#: 5982741
Location:
New York, NY 10005
Company:
EC SECURITIES LLC
Disclosures:
Experience:
10 years
CG
Celeste Griffin-churchill
RR
CRD#: 4950169
Location:
Coalville, UT 84017
Company:
TRETE CAPITAL MARKETS, LLC
Disclosures:
Experience:
17 years
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