TRINITY INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2006
Total AUM
$388M
Discretionary
$388M
100% of AUM
Avg account
$11.4M
Accounts
34
Employees
3
Advisory reps
4

Firm details

Headquarters
WEST CHESTER, Pennsylvania
CRD number
141039
Registered since
June 30, 2006
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

3 of 4
  • CARMELA ELCO

    Investment Advisor RepresentativeCRD 4171482

  • RICHARD PEARCE

    Investment AdvisorCRD 358781

  • JENNIFER KIRBY

    PrincipalCRD 1699098

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth