1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRINITY INVESTMENT ADVISORS, LLC

Map pinWEST CHESTER, PA
Phone610-344-9300
NotebookSEC #801-66958
Total AUM
$388.2M
Employees
3
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 NORTH CHURCH
WEST CHESTER
PA 19380
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
610-344-9300

ReceiptFinancials

Total AUM
$388.2M
Accounts
34
Discretionary
$388.2M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
34
AUM
$388.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account