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Building 2TRINITY WEALTH MANAGEMENT, LLC

Map pinBERWYN, PA
Phone610-296-2020
NotebookSEC #801-114053
Total AUM
$399.2M
Employees
7
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
899 CASSATT ROAD
SUITE 120
BERWYN
PA 19312
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
610-296-2020

ReceiptFinancials

Total AUM
$399.2M
Accounts
682
Discretionary
$379.8M
Accounts
671
Non-Discretionary
$19.4M
Accounts
11

ContactClients

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Individual Clients
106
AUM
$46.1M
HNW Individual Clients
114
AUM
$263.5M
Pension/Profit Sharing Plan Clients
20
AUM
$89.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANJPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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