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TRINITY INVESTMENT ADVISORS, LLC

136 North Church
West Chester, Pennsylvania 19380
Tel: 610-344-9300

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About TRINITY INVESTMENT ADVISORS, LLC

TRINITY INVESTMENT ADVISORS, LLC, formally registered with the SEC as TRINITY INVESTMENT ADVISORS, LLC. The firm was established in 06/30/2006. They have over 1 offices throughout the country.

TRINITY INVESTMENT ADVISORS, LLC is a West Chester, Pennsylvania based Financial Planning firm with nearly $300,990,891 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141039
SEC#801-66958
Assets Managed by Firm$300,990,891
No. of Clients33
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total33$300,990,891
Pension and profit sharing plans33$300,990,891

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