Overview
Assets Under Management: $442 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 158
Average Client Assets: $2.5 million
Frequently Asked Questions
TRINITY FINANCIAL PARTNERS II, 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 #124397), TRINITY FINANCIAL PARTNERS II, LLC is subject to fiduciary duty under federal law.
TRINITY FINANCIAL PARTNERS II, LLC is headquartered in BERWYN, PA.
TRINITY FINANCIAL PARTNERS II, LLC serves 158 high-net-worth clients according to their SEC filing dated September 20, 2024. View client details ↓
According to their SEC Form ADV, TRINITY FINANCIAL PARTNERS II, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRINITY FINANCIAL PARTNERS II, LLC manages $442 million in client assets according to their SEC filing dated September 20, 2024.
According to their SEC Form ADV, TRINITY FINANCIAL PARTNERS II, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.45%
Average Client Assets: $2.5 million
Total Client Accounts: 1,060
Discretionary Accounts: 1,060
Regulatory Filings
CRD Number: 124397
Filing ID: 1902683
Last Filing Date: 2024-09-20 10:48:00