TRINITY FINANCIAL ADVISORS LLC

760 Communications Parkway
Suite 200
Columbus, Ohio 43214
Tel: 614-848-7667

About TRINITY FINANCIAL ADVISORS LLC

TRINITY FINANCIAL ADVISORS LLC, formally registered with the SEC as TRINITY FINANCIAL ADVISORS LLC. The firm was established in 04/01/2015. They have over 1 offices throughout the country.

TRINITY FINANCIAL ADVISORS LLC is a Columbus, Ohio based Financial Planning firm with nearly $487,330,733 assets under management, offering retirement planning & investment advisory services to 982 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133191
SEC#	801-81196
Assets Managed by Firm	$487,330,733
No. of Clients	982
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	982	$487,330,733
Individuals (other than high net worth individuals)	60	$24,516,845
High net worth individuals	120	$462,813,888

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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