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James Reed Trimble

FOUR WOOD CAPITAL ADVISORS LLC·MONTCLAIR, New Jersey
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33 PLYMOUTH STREET, MONTCLAIR, NJ 07042CRD# 6924647Firm CRD# 165047
01

About

James Reed Trimble is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with FOUR WOOD CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FOUR WOOD CAPITAL ADVISORS LLC
FOUR WOOD CAPITAL ADVISORS
AUM
$125M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FOUR WOOD CAPITAL ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6924647
Firm CRD# 165047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Reed Trimble offer?
James Reed Trimble specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are James Reed Trimble's credentials?
James Reed Trimble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Reed Trimble located?
James Reed Trimble is based in MONTCLAIR, New Jersey, working with FOUR WOOD CAPITAL ADVISORS LLC. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.
How does James Reed Trimble charge for services?
James Reed Trimble's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUR WOOD CAPITAL ADVISORS LLC?
FOUR WOOD CAPITAL ADVISORS LLC has approximately 1 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles E Ramsey — 180 DEGREE CAPITAL CORP.Richard P Shanley — 180 DEGREE CAPITAL CORP.Andrew Reuben Heyman — TALARA CAPITAL MANAGEMENT, LLCDavid Marcus Zusman — TALARA CAPITAL MANAGEMENT, LLCDaniel B Wolfe — 180 DEGREE CAPITAL CORP.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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