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TRINITY INVESTMENT MANAGEMENT, LLC
201 Main Street
Suite 1198
Fort Worth, Texas 76102
Tel: 682-348-1732
About TRINITY INVESTMENT MANAGEMENT, LLC
TRINITY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TRINITY INVESTMENT MANAGEMENT, LLC. The firm was established in 01/05/2007. They have over 1 offices throughout the country.
TRINITY INVESTMENT MANAGEMENT, LLC is a Fort Worth, Texas based Financial Planning firm with nearly $114,823,110 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133873 |
| SEC# | 801-67457 |
| Assets Managed by Firm | $114,823,110 |
| No. of Clients | 82 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $114,823,110 |
| Individuals (other than high net worth individuals) | 21 | $6,344,890 |
| High net worth individuals | 11 | $19,432,647 |
| Charitable organizations | 5 | $89,045,573 |
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