TRINITY PORTFOLIO ADVISORS, LLC

121 Countryside Court
Suite 140
Southlake, Texas 76092
Tel: 817-416-7227

About TRINITY PORTFOLIO ADVISORS, LLC

TRINITY PORTFOLIO ADVISORS, LLC, formally registered with the SEC as TRINITY PORTFOLIO ADVISORS, LLC. The firm was established in 10/21/2009. They have over 5 offices throughout the country.

TRINITY PORTFOLIO ADVISORS, LLC is a Southlake, Texas based Financial Planning firm with nearly $452,649,116 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151721
SEC#	801-70663
Assets Managed by Firm	$452,649,116
No. of Clients	945
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	945	$452,649,116
Individuals (other than high net worth individuals)	412	$214,760,831
High net worth individuals	91	$228,838,285
Pension and profit sharing plans	175	$8,000,000
Charitable organizations	2	$1,050,000

More Retirement Planning firms in Southlake, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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