Overview
Assets Under Management: $115 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 11
Average Client Assets: $1.8 million
Frequently Asked Questions
TRINITY INVESTMENT MANAGEMENT, 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 #133873), TRINITY INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRINITY INVESTMENT MANAGEMENT, LLC is headquartered in FORT WORTH, TX.
TRINITY INVESTMENT MANAGEMENT, LLC serves 11 high-net-worth clients according to their SEC filing dated November 18, 2024. View client details ↓
According to their SEC Form ADV, TRINITY INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TRINITY INVESTMENT MANAGEMENT, LLC manages $115 million in client assets according to their SEC filing dated November 18, 2024.
According to their SEC Form ADV, TRINITY INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.92%
Average Client Assets: $1.8 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 133873
Filing ID: 1903703
Last Filing Date: 2024-11-18 12:08:00