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Building 2TRINITY ASSET MANAGEMENT, INC.

Map pin
Phone312-751-0996
NotebookSEC #801-57225
Total AUM
$11.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 AM TO 5:00 PM
Monday - Friday
Phone
312-751-0996

ReceiptFinancials

Total AUM
$11.7M
Accounts
42
Discretionary
$11.5M
Accounts
30
Non-Discretionary
$177K
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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