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TRINITAS CAPITAL MANAGEMENT
200 Crescent Court
Suite 1175
Dallas, Texas 75201-1834
Tel: 214-420-2400
About TRINITAS CAPITAL MANAGEMENT
TRINITAS CAPITAL MANAGEMENT, formally registered with the SEC as TRINITAS CAPITAL MANAGEMENT. The firm was established in 09/25/2015. They have over 1 offices throughout the country.
TRINITAS CAPITAL MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $12,916,804,762 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281328 |
| SEC# | 801-106701 |
| Assets Managed by Firm | $12,916,804,762 |
| No. of Clients | 30 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $12,916,804,762 |
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