TRINITY FINANCIAL SERVICES, INC.

RIASEC Registered

Total AUM

$91.5M

Discretionary

$91.5M

100% of AUM

Avg account

$430K

Accounts

213

Employees

Advisory reps

Firm details

Headquarters: Bloomfield Hills, Michigan
CRD number: 151051
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.32%
Individuals32.07%
Charitable Organizations13.27%
Pension & Profit Sharing Plans3.35%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trinity Financial Services, Inc. is an independent, privately owned registered investment adviser that serves both individual and family clients as well as some institutional relationships. The firm combines traditional financial planning and portfolio management with insurance brokerage—offering clients fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Service lines include financial planning, portfolio management for individuals and small businesses, pension consulting work, and educational seminars and workshops. Trinity is not identified as an active ESG investor.