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TR CAPITAL MANAGEMENT, LLC
TR CAPITAL MANAGEMENT, LLC
ROCKVILLE CENTRE, New York
·
3 registered advisors
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CRD# 164268
SEC# 801-76729
0
5162551801
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at TR CAPITAL MANAGEMENT, LLC
3 registered advisors
Michael Nathan Siegel
ROCKVILLE CENTRE, New York
CRD# 6064238
Michael Neuman
EAST ROCKAWAY, New York
CRD# 6064241
Terrel David Ross
ROCKVILLE CENTRE, New York
CRD# 4251312
05
Office Locations
ROCKVILLE CENTRE, New York
2 advisors
EAST ROCKAWAY, New York
1 advisor
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Data sourced from SEC Form ADV filings. TR CAPITAL MANAGEMENT, LLC (CRD# 164268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.