TRINITY PORTFOLIO ADVISORS, LLC - Financial Advisor in Texas, Southlake

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees

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