1675 Lakeland Drive
Ste 400
Jackson, Mississippi 39216
Tel: 601-956-3511
TRINITY CAPITAL INVESTORS, formally registered with the SEC as TRINITY CAPITAL INVESTORS. The firm was established in 02/18/2000. They have over 1 offices throughout the country.
TRINITY CAPITAL INVESTORS is a Jackson, Mississippi based Financial Planning firm with nearly $468,406,272 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110798 |
SEC# | 801-57287 |
Assets Managed by Firm | $468,406,272 |
No. of Clients | 45 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 45 | $468,406,272 |
Charitable organizations | 3 | $3,790,994 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,233,687,387 | 696 | 16 | |
$1,865,178,576 | 348 | 18 | |
$1,341,890,722 | 6 | 110 | |
$1,148,400,486 | 3008 | 18 | |
$1,087,865,356 | 2816 | 15 |
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