Overview
Assets Under Management: $300 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 73
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 904
Discretionary Accounts: 904
Regulatory Filings
CRD Number: 152355
Last Filing Date: 2024-03-22 00:00:00
Website: https://gotrinitywealth.com