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Building 2TRINITY PORTFOLIO ADVISORS, LLC

Map pinSOUTHLAKE, TX
Phone817-416-7227
NotebookSEC #801-70663
Total AUM
$530.5M
Employees
13
Clients
622

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 COUNTRYSIDE COURT
SUITE 140
SOUTHLAKE
TX 76092
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
817-416-7227
Other Offices
2

ReceiptFinancials

Total AUM
$530.5M
Accounts
1,422
Discretionary
$459M
Accounts
1,117
Non-Discretionary
$71.5M
Accounts
305

ContactClients

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Individual Clients
441
AUM
$98.9M
HNW Individual Clients
98
AUM
$360.1M
Pension/Profit Sharing Plan Clients
82
AUM
$70.6M
Charitable Organization Clients
1
AUM
$900K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLANCNVNYOKORPASCTNTXVA

HandshakeAffiliates

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

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