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Home > Retirement Planners > california > santa barbara > TRINITY CAPITAL MANAGEMENT, LLC
TRINITY CAPITAL MANAGEMENT, LLC
607 De La Vista Ave.
Santa Barbara, California 93103
Tel: 805-963-0500
About TRINITY CAPITAL MANAGEMENT, LLC
TRINITY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TRINITY CAPITAL MANAGEMENT, LLC. The firm was established in 02/23/2007. They have over 3 offices throughout the country.
TRINITY CAPITAL MANAGEMENT, LLC is a Santa Barbara, California based Financial Planning firm with nearly $413,737,315 assets under management, offering retirement planning & investment advisory services to 923 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143097 |
| SEC# | 801-67581 |
| Assets Managed by Firm | $413,737,315 |
| No. of Clients | 923 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 923 | $413,737,315 |
| Individuals (other than high net worth individuals) | 207 | $40,697,153 |
| High net worth individuals | 159 | $287,675,464 |
| Pension and profit sharing plans | 6 | $7,637,714 |
| Charitable organizations | 9 | $74,420,357 |
| Corporations or other businesses | 5 | $3,306,627 |
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