Overview
Assets Under Management: $414 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 165
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 923
Discretionary Accounts: 911
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 143097
Last Filing Date: 2024-02-29 00:00:00
Website: https://trinitycm.com