Overview
Assets Under Management: $488 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 73
Average Client Assets: $4 million
Frequently Asked Questions
TRINITY PORTFOLIO 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 #151721), TRINITY PORTFOLIO ADVISORS, LLC is subject to fiduciary duty under federal law.
TRINITY PORTFOLIO ADVISORS, LLC is headquartered in SOUTHLAKE, TX.
TRINITY PORTFOLIO ADVISORS, LLC serves 73 high-net-worth clients according to their SEC filing dated April 16, 2025. View client details ↓
According to their SEC Form ADV, TRINITY PORTFOLIO ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRINITY PORTFOLIO ADVISORS, LLC manages $488 million in client assets according to their SEC filing dated April 16, 2025.
According to their SEC Form ADV, TRINITY PORTFOLIO ADVISORS, 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, 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