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Home > Retirement Planners > texas > katy > TRISPERITY ADVISORS, LLC
TRISPERITY ADVISORS, LLC
22202 Highland Knolls Drive
Katy, Texas 77450
Tel: 281-395-1021
About TRISPERITY ADVISORS, LLC
TRISPERITY ADVISORS, LLC, formally registered with the SEC as TRISPERITY ADVISORS, LLC. The firm was established in 07/26/2018. They have over 1 offices throughout the country.
TRISPERITY ADVISORS, LLC is a Katy, Texas based Financial Planning firm with nearly $261,000,044 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142438 |
| SEC# | 801-113723 |
| Assets Managed by Firm | $261,000,044 |
| No. of Clients | 771 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 771 | $261,000,044 |
| Individuals (other than high net worth individuals) | 179 | $55,654,487 |
| High net worth individuals | 70 | $205,345,557 |
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