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Building 2TRINITY FINANCIAL ADVISORS LLC

Map pinCOLUMBUS, OH
Phone614-848-7667
NotebookSEC #801-81196
Total AUM
$670M
Employees
9
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
760 COMMUNICATIONS PARKWAY
SUITE 200
COLUMBUS
OH 43214
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
614-848-7667

ReceiptFinancials

Total AUM
$670M
Accounts
1,139
Discretionary
$668.5M
Accounts
1,137
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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Individual Clients
67
AUM
$32.7M
HNW Individual Clients
141
AUM
$637M
Corporation or Business Clients
2
AUM
$315.7K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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