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Home > Retirement Planners > ohio > cincinnati > TRINITY WEALTH MANAGEMENT LLC
TRINITY WEALTH MANAGEMENT LLC
8040 Hosbrook Road
Suite 220
Cincinnati, Ohio 45236
Tel: 513-794-2870
About TRINITY WEALTH MANAGEMENT LLC
TRINITY WEALTH MANAGEMENT LLC, formally registered with the SEC as TRINITY WEALTH MANAGEMENT LLC. The firm was established in 07/08/2014. They have over 1 offices throughout the country.
TRINITY WEALTH MANAGEMENT LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $300,300,000 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152355 |
| SEC# | 801-80014 |
| Assets Managed by Firm | $300,300,000 |
| No. of Clients | 904 |
| No. of Advisors | 4 |
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 | 904 | $300,300,000 |
| Individuals (other than high net worth individuals) | 31 | $18,000,000 |
| High net worth individuals | 73 | $282,300,000 |
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