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Home > Retirement Planners > texas > houston > TRINITY LEGACY PARTNERS, LLC
TRINITY LEGACY PARTNERS, LLC
24 Greenway Plaza
Suite 546
Houston, Texas 77046
Tel: 713-999-8053
About TRINITY LEGACY PARTNERS, LLC
TRINITY LEGACY PARTNERS, LLC, formally registered with the SEC as TRINITY LEGACY PARTNERS, LLC. The firm was established in 05/24/2017. They have over 2 offices throughout the country.
TRINITY LEGACY PARTNERS, LLC is a Houston, Texas based Financial Planning firm with nearly $379,811,141 assets under management, offering retirement planning & investment advisory services to 781 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159179 |
| SEC# | 801-110643 |
| Assets Managed by Firm | $379,811,141 |
| No. of Clients | 781 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 781 | $379,811,141 |
| Individuals (other than high net worth individuals) | 202 | $57,278,852 |
| High net worth individuals | 105 | $303,729,885 |
| Charitable organizations | 1 | $3,878,309 |
| Corporations or other businesses | 2 | $2,232,336 |
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