Trinity Portfolio Advisors, LLC

RIASEC RegisteredEst. 2009

Total AUM

$531M

Discretionary

$459M

87% of AUM

Avg account

$373K

Accounts

1,422

Employees

Advisory reps

Firm details

Headquarters: Southlake, Texas
CRD number: 151721
Registered since: October 21, 2009
Website: www.trinityportfolio.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.87%
Individuals18.65%
Pension & Profit Sharing Plans13.31%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trinity Portfolio Advisors, LLC is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for both individuals/families and institutional clients. The firm has been SEC-registered since 2009 and is owned by an individual. Its fee model combines percentage-of-assets and fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, manager selection, and educational seminars or workshops. Trinity does not identify as an active ESG investor and is not a multistate adviser.