|
⚲
|
| Trimarc Wealth Management LLC
✚
| |
|---|---|
| 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 |