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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 |
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|---|---|---|---|
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