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TRINITY PORTFOLIO ADVISORS, LLC
Tel: 817-416-7227
121 Countryside Court Suite 140
Southlake, Texas 76092
TRINITY PORTFOLIO ADVISORS, LLC
TRINITY PORTFOLIO ADVISORS, LLC is a Southlake, Texas based financial advisory firm with nearly $452,649,116 in assets under management and provides investment advisory services for 945 clients. There are currently 12 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
151721
SEC#:
801-70663
No. of Clients:
945
Assets under Management
$452,649,116
No. of Advisors:
12
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