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 an SEC-registered investment adviser organized as a limited liability company that has been operating since 2006. The firm serves institutional clients and lists pension consulting services among its advisory activities. Its fee model combines a percentage-of-assets arrangement with fixed fees, and it operates on a fully discretionary basis for the assets it manages. Trinity does not position itself as an active ESG investor, does not identify as a multi-state adviser, and is not described as a capital allocator; the firm's reported investment activity centers on pooled public funds rather than direct private investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 4CARMELA 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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