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Building 2TRINITY FINANCIAL PARTNERS II, LLC

Map pinBERWYN, PA
Phone610-687-8040
NotebookSEC #801-116705
Total AUM
$441.9M
Employees
4
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1189 LANCASTER AVENUE, SUITE 101
BERWYN
PA 19312
United States
Operating Hours
8:30A.M.-5:00P.M.
Monday - Friday
Phone
610-687-8040

ReceiptFinancials

Total AUM
$441.9M
Accounts
1,060
Discretionary
$441.9M
Accounts
1,060
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$49.5M
HNW Individual Clients
158
AUM
$390.8M
Pension/Profit Sharing Plan Clients
3
AUM
$1.5M
Corporation or Business Clients
1
AUM
$50.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT & ESTATE STRATEGIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNJPATX

HandshakeAffiliates

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

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