Trinchera Investments, LLC
Firm details
- Headquarters
- Midland, Texas
- CRD number
- 340715
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trinchera Investments, LLC is organized as a limited liability company that provides advisory services centered on financial planning and portfolio management. Its stated client focus includes individuals and small businesses as well as businesses or institutional clients. The firm bills using a mix of percentage-of-assets, hourly charges, and fixed fees. Available records indicate it is not an active ESG investor, is not registered as a multi-state adviser, and does not identify as a capital allocator, pension consultant, or related adviser. The firm is classified as "Unclassified" in the available snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Christopher Terebessy
VP, Financial ConsultantCRD 3188496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midland, TX
Midland
Location
Midland, TX
Headquartered in Midland, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- Midland
- Address
- 415 W Wall St
- Time zone
- CT (UTC-6)
- Office locations
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