Overview
Assets Under Management: $488 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 73
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.74
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,268
Discretionary Accounts: 1,043
Non-Discretionary Accounts: 225
Regulatory Filings
CRD Number: 151721
Filing ID: 1979993
Last Filing Date: 2025-04-16 08:33:00
Website: https://trinityportfolio.com