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Building 2TRINITY WEALTH MANAGEMENT LLC

Map pinCINCINNATI, OH
Phone513-794-2870
NotebookSEC #801-80014
Total AUM
$425.2M
Employees
4
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8040 HOSBROOK ROAD
SUITE 220
CINCINNATI
OH 45236
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
513-794-2870

ReceiptFinancials

Total AUM
$425.2M
Accounts
937
Discretionary
$425.2M
Accounts
937
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$16.1M
HNW Individual Clients
73
AUM
$409.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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