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Building 2TRIMARC WEALTH MANAGEMENT LLC

Map pin
Phone518-450-7091
NotebookSEC #801-75381
Total AUM
$232.3M
Employees
3
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
518-450-7091

ReceiptFinancials

Total AUM
$232.3M
Accounts
78
Discretionary
$232.3M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
14
AUM
$205.4M
Charitable Organization Clients
1
AUM
$27M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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