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Building 2TRINITY WEALTH ADVISORS LLC

Map pinST. LOUIS, MO
Phone314-966-0033
NotebookSEC #801-55428
Total AUM
$281.5M
Employees
8
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
132 W WASHINGTON AVE SUITE 200
ST. LOUIS
MO 63122
United States
Operating Hours
9:00 A.M. 5:00 P.M.
Monday - Friday
Phone
314-966-0033

ReceiptFinancials

Total AUM
$281.5M
Accounts
540
Discretionary
$230.7M
Accounts
495
Non-Discretionary
$50.9M
Accounts
45

ContactClients

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Individual Clients
51
AUM
$19.6M
HNW Individual Clients
81
AUM
$252.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.8M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLILMONETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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