Overview
Assets Under Management: $487 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 137
Average Client Assets: $4 million
Frequently Asked Questions
TRINITY FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133191), TRINITY FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
TRINITY FINANCIAL ADVISORS LLC is headquartered in COLUMBUS, OH.
TRINITY FINANCIAL ADVISORS LLC serves 137 high-net-worth clients according to their SEC filing dated October 24, 2024. View client details ↓
According to their SEC Form ADV, TRINITY FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TRINITY FINANCIAL ADVISORS LLC manages $487 million in client assets according to their SEC filing dated October 24, 2024.
According to their SEC Form ADV, TRINITY FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 982
Discretionary Accounts: 980
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 133191
Last Filing Date: 2024-10-24 00:00:00
Website: https://tfadvisors.com