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Building 2TRINITY INVESTMENT MANAGEMENT, LLC

Map pinFORT WORTH, TX
Phone817-874-2700
NotebookSEC #801-67457
Total AUM
$126.2M
Employees
4
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 MAIN STREET
SUITE 1198
FORT WORTH
TX 76102
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
817-874-2700

ReceiptFinancials

Total AUM
$126.2M
Accounts
96
Discretionary
$107.4M
Accounts
95
Non-Discretionary
$18.9M
Accounts
1

ContactClients

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Individual Clients
32
AUM
$7.6M
HNW Individual Clients
11
AUM
$21.2M
Charitable Organization Clients
6
AUM
$97.5M
Corporation or Business Clients
1
AUM
$25.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMINCTX

HandshakeAffiliates

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

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