Trinity Investment Advisors, LLC
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 141039
- Registered since
- June 30, 2006
- Website
- trinityadvisorsgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Trinity Investment Advisors, LLC is a privately owned institutional RIA that registered with the SEC in 2006. The firm is structured as an LLC and is owned by an individual. Its client base is institutional, and its advisory menu includes pension consulting services as listed on its ADV. Fee arrangements reported include both a percentage-of-AUM model and fixed fees. Trinity does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 4
Carmela Elco
Investment Advisor RepresentativeCRD 4171482
Richard Pearce
Investment AdvisorCRD 358781
Jennifer Kirby
PrincipalCRD 1699098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 136 N Church St
- Time zone
- ET (UTC-5)
- Office locations
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