Unclaimed Profile

James Reed Trimble

FOUR WOOD CAPITAL ADVISORS LLC·MONTCLAIR, New Jersey

Clean recordFOUR WOOD CAPITAL ADVISORS LLC

33 PLYMOUTH STREET, MONTCLAIR, NJ 07042CRD# 6924647Firm CRD# 165047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Reed Trimble · MONTCLAIR, NJ

Registration

CRD #6924647 · FOUR WOOD CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FOUR WOOD CAPITAL ADVISORS LLC

FOUR WOOD CAPITAL ADVISORS

AUM

$125M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOUR WOOD CAPITAL ADVISORS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6924647

Firm CRD# 165047

View on FINRA BrokerCheck →

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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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