2102 E State Hwy 114
Suite 300
Southlake, Texas 76092
Tel: 817-310-2900
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 314603 |
SEC# | 801-128471 |
Assets Managed by Firm | $492,220,173 |
No. of Clients | 40 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 40 | $492,220,173 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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