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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 $399,205,092 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 314603 |
| SEC# | 801-128471 |
| Assets Managed by Firm | $399,205,092 |
| No. of Clients | 33 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Other(PROJECT LEVEL CARRIED INTEREST)
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $399,205,092 |
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