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Home > Retirement Planners > texas > southlake > TRINITY INVESTORS FUND ADVISORS, LLC
TRINITY INVESTORS FUND ADVISORS, LLC
2102 E State Hwy 114
Suite 300
Southlake, Texas 76092
Tel: 817-310-2900
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 Status | Approved |
|---|---|
| Firm CRD# | 314603 |
| SEC# | 801-128471 |
| Assets Managed by Firm | $492,220,173 |
| No. of Clients | 40 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 40 | $492,220,173 |
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