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TRINITY INVESTORS FUND ADVISORS, LLC

2102 E State Hwy 114
Suite 300
Southlake, Texas 76092
Tel: 817-310-2900

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About TRINITY INVESTORS FUND ADVISORS, LLC

TRINITY INVESTORS FUND ADVISORS, LLC, formally registered with the SEC as TRINITY INVESTORS FUND ADVISORS, LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

TRINITY INVESTORS FUND ADVISORS, LLC is a Southlake, Texas based Financial Planning firm with nearly $492,220,173 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314603
SEC#801-128471
Assets Managed by Firm$492,220,173
No. of Clients40
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Other (PROJECT LEVEL CARRIED INTEREST)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total40$492,220,173

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