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Building 2TRINITY FINANCIAL ADVISORS LLC

Map pinCHICAGO, IL
Phone312-245-1300
NotebookSEC #801-57843
Total AUM
$212.1M
Employees
9
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
541 NORTH FAIRBANKS COURT
SUITE 1060
CHICAGO
IL 60611-3319
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
312-245-1300

ReceiptFinancials

Total AUM
$212.1M
Accounts
635
Discretionary
$212.1M
Accounts
635
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$8M
HNW Individual Clients
50
AUM
$188.9M
Pension/Profit Sharing Plan Clients
1
AUM
$15.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTX

HandshakeAffiliates

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

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