TRINITY PORTFOLIO ADVISORS, LLC
Tel: 817-416-7227 121 Countryside Court Suite 140 Southlake, Texas 76092
About TRINITY PORTFOLIO ADVISORS, LLC
TRINITY PORTFOLIO ADVISORS, LLC is a Southlake, Texas based financial advisory firm with nearly $452,649,116 in assets under management and provides investment advisory services for 945 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
151721
Firm SEC#:
801-70663
Assets Under Management:
$452,649,116
No. of Clients:
945
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops, Other (CONSULTING)
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