Trimarc Wealth Management LLC

Trimarc Wealth Management LLC (CRD# 163336) is a financial advisory firm headquartered in , . They manage $214,659,901 in 79 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.trimarcwm.com
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $2,717,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Trimarc Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dominick Trimarchi, financial advisor Saratoga NY
Dominick J. Trimarchi
CRD#: 1500576
Saratoga, NY

Dominick Trimarchi (CRD# 1500576) is an Investment Advisor Representative working at Trimarc Wealth Management LLC in Saratoga, NY and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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