Trimarc Wealth Management LLC

Trimarc Wealth Management LLC (CRD# 163336) is a financial advisory firm headquartered in , . They manage $156,170,530 in 72 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $2,169,035
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 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 31 years of experience in the finance industry.

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