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Building 2TRINARY CAPITAL, LLC

Map pin
Phone714-768-3903
NotebookSEC #801-119408
Total AUM
$3.5M
Employees
7
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
714-768-3903
Other Offices
2

ReceiptFinancials

Total AUM
$3.5M
Accounts
8
Discretionary
$3.5M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.6M
HNW Individual Clients
4
AUM
$1.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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