Company Information

Get to know TRACE CAPITAL Advisors

Founded in 2021, TRACE CAPITAL Advisors is an independent wealth management firm based in Newport Beach, California. As a fiduciary, the company is registered with the U.S. Securities and Exchange Commission (SEC) and is committed to acting in its clients' best interests. TRACE specializes in providing sophisticated financial planning, investment management, and "Family CFO" services tailored to the unique needs of successful entrepreneurs, corporate executives, professionals, and their families, aiming to simplify their financial lives and optimize their wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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TRACE CAPITAL Advisors

Ireland

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.