TRINITY FUND ADVISORS LLC

55 Merchant Street
Suite 1500
Honolulu, Hawaii 96813
Tel: 808-529-0909

About TRINITY FUND ADVISORS LLC

TRINITY FUND ADVISORS LLC, formally registered with the SEC as TRINITY FUND ADVISORS LLC. The firm was established in 09/14/2020. They have over 5 offices throughout the country.

TRINITY FUND ADVISORS LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $626,685,758 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310217
SEC#	801-119443
Assets Managed by Firm	$626,685,758
No. of Clients	6
No. of Advisors	35

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$626,685,758

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