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Trinity Financial Advisors Llc

Tel: 614-848-7667
760 Communications Parkway
Suite 200
Columbus, Ohio  43214

About Trinity Financial Advisors Llc

Trinity Financial Advisors Llc is a Columbus, Ohio based financial advisory firm with nearly $360,574,741 in assets under management and provides investment advisory services for 853 clients. There are currently 5 financial advisors at the firm.


General Information

Firm CRD#:   133191
SEC#:   801-81196
Assets under Management:   $360,574,741
No. of Clients:   853
No. of Advisors:   5
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees

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