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Trimarc Wealth Management LLC
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CRD # | 163336 |
SEC # | 801-75381 |
CIK # | |
AUM | $214.7 MM (2024-03-12) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 518-450-7091 |
Address | 115 Circular St Saratoga, NY 12866 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 10 | 192.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 22.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 79 | 214.7 |
By Discretionary | ||
Discretionary | 79 | 214.7 |
Non-Discretionary | 0 | 0.0 |
Total | 79 | 214.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 214.7 | |
Total | 79 | 214.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
McAllister Capital Management Corporation
✚
|
MS | 0.2 |
Transcend Advisor Group LLC
✚
|
WI | 0.2 |
Gordian Advisors LLC
✚
|
AZ | 0.2 |
Shared Vision Wealth Group LLC
✚
|
CA | 0.2 |
Granite Capital Management LLC
✚
|
CA | 0.2 |
Investment Professionals LLC
✚
|
WI | 0.2 |
Founders Capital Management Inc
✚
|
TX | 0.2 |
MLP3 LLC
✚
|
NJ | 0.2 |
Base Wealth Management LLC
✚
|
FL | 0.2 |
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |