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Jonathan Starr Pettee

TRIGATE MANAGEMENT LLC·DALLAS, Texas
Clean recordTRIGATE MANAGEMENT LLC
1717 MAIN STREET, DALLAS, TX 75201CRD# 1380336Firm CRD# 158083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Starr Pettee · DALLAS, TX
Registration
CRD #1380336 · TRIGATE MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Starr Pettee is a registered financial advisor based in DALLAS, Texas, affiliated with TRIGATE MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRIGATE MANAGEMENT LLC
TRIGATE MANAGEMENT LLC
AUM
$1.2B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at TRIGATE MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1380336
Firm CRD# 158083
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Starr Pettee offer?
Jonathan Starr Pettee specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Jonathan Starr Pettee's credentials?
Jonathan Starr Pettee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Starr Pettee located?
Jonathan Starr Pettee is based in DALLAS, Texas, working with TRIGATE MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jonathan Starr Pettee charge for services?
Jonathan Starr Pettee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIGATE MANAGEMENT LLC?
TRIGATE MANAGEMENT LLC has approximately 24 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIGATE MANAGEMENT LLC

John Armstrong Henry (iii)
DALLAS, TX
John Armstrong Henry (iv)
DALLAS, TX
James Richard Vetter
DALLAS, TX
Jeffrey Scott Yarckin
DALLAS, TX
Pilar Tabarnero Henry
DALLAS, TX

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Research
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