TR CAPITAL MANAGEMENT, LLC

100 Merrick Road
Suite 308e
Rockville Centre, New York 11570
Tel: 5162551801

About TR CAPITAL MANAGEMENT, LLC

TR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TR CAPITAL MANAGEMENT, LLC. The firm was established in 06/08/2012. They have over 1 offices throughout the country.

TR CAPITAL MANAGEMENT, LLC is a Rockville Centre, New York based Financial Planning firm with nearly $133,007,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164268
SEC#	801-76729
Assets Managed by Firm	$133,007,000
No. of Clients	7
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$133,007,000

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