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Building 2TRINITY STRATEGIC WEALTH

Map pinTULSA, OK
Phone918-492-2150
NotebookSEC #801-134209
Total AUM
$1.5B
Employees
27
Clients
1,763

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1375 E. 71ST STREET
TULSA
OK 74136
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
918-492-2150
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
5,431
Discretionary
$1.3B
Accounts
3,569
Non-Discretionary
$190.5M
Accounts
1,862

ContactClients

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Individual Clients
1,560
AUM
$777.9M
HNW Individual Clients
175
AUM
$683.9M
Banking Clients
1
AUM
$924.2K
Pension/Profit Sharing Plan Clients
1
AUM
$128.1K
Insurance Company Clients
1
AUM
$7.8M
Corporation or Business Clients
23
AUM
$65M
Other Clients
2
AUM
$385.8K
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAIDILKSMOMSNCOHOKPATNTXUTVIWAWI

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

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