Trinity Asset Partners, LLC

Trinity Asset Partners, LLC (CRD# 166360) is a financial advisory firm headquartered in Wesley Chapel, NC. They manage $2,391,197 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5922 Weddington Monroe Road, Suite A5-155, Wesley Chapel, NC 28104
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $66,422
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Trinity Asset Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Vincent Gahren, financial advisor Waxhaw NC
Vincent E. Gahren
CRD#: 4076025
Waxhaw, NC
71
Wealthminder
score

Vincent Gahren (CRD# 4076025) is an Investment Advisor Representative working at Trinity Asset Partners, LLC in Waxhaw, NC and has over 18 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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