$961.4K Total AUM
$961.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2022
- Office Locations
- 1
Office Locations
-- Lakewood Ranch FL
About Trimon Capital
Trimon Capital is a fee-only advisory firm providing financial planning and portfolio management, with a focus on Gen X and Gen Y households and business owners/entrepreneurs. Portfolios emphasize ETF-based allocations and U.S. government/agency bonds, custodied at Charles Schwab. The firm is a member of the XY Planning Network and the Fee-Only Network.
Team overview
-- AVG AGE
$961.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MIHAIL KIRILOV DOBRINOV
Chief Compliance Officer, Portfolio Manager
- CRD
- #7624425
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $961,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $961,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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