55 Merchant Street
Suite 1500
Honolulu, Hawaii 96813
Tel: 808-529-0909
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 $609,870,822 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 31 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 310217 |
SEC# | 801-119443 |
Assets Managed by Firm | $609,870,822 |
No. of Clients | 6 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $609,870,822 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,661,270,510 | 1587 | 9 | |
$1,146,955,000 | 27 | 30 | |
$931,260,170 | 1374 | 19 | |
$499,614,568 | 9 | 7 | |
$499,178,924 | 735 | 7 |
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