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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 $380,503,525 assets under management, offering retirement planning & investment advisory services to 1017 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151721 |
| SEC# | 801-70663 |
| Assets Managed by Firm | $380,503,525 |
| No. of Clients | 1017 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1017 | $380,503,525 |
| Individuals (other than high net worth individuals) | 684 | $247,486,525 |
| High net worth individuals | 40 | $125,800,000 |
| Pension and profit sharing plans | 4 | $7,217,000 |
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