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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2012
- Office Locations
- 1
Office Locations
About Trimarc Wealth Management LLC
TriMarC Wealth Management is a Saratoga Springs, NY RIA founded in 2012 by Dominick J. Trimarchi, a former Ayco/Goldman Sachs financial counselor and ex–Leerink Swann wealth management MD. The firm delivers comprehensive financial planning (estate, insurance, business succession) plus portfolio construction and asset management for executives and entrepreneurs. Portfolios skew ETF-based with a fixed-income sleeve; custody is through Charles Schwab.
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Owner & Executives
DOMINICK JOSEPH TRIMARCHI
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #1500576
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,350,000 | $2,978,846 |
| Non-Discretionary | $0 | -- |
| Total | $232,350,000 | $2,978,846 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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