Trinity Fiduciary Partners, LLC

Trinity Fiduciary Partners, LLC (CRD# 133873) is a financial advisory firm headquartered in Arlington, TX. They manage $125,171,604 in 119 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
200 N. Mesquite Street, Suite 205, Arlington, TX 76011
http://www.trinityfiduciary.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $1,051,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, IL, OH, TX

Financial Advisors at Trinity Fiduciary Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jack Martinusen, financial advisor Arlington TX
Jack M. Martinusen
CRD#: 1366622
200 N. Mesquite Street, Suite 205, Arlington, TX 76011
96
Wealthminder
score

Jack Martinusen (CRD# 1366622) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Arlington, TX and has over 18 years of experience in the finance industry. Jack Martinusen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carmen Fahy, financial advisor Irving TX
Carmen E. Fahy
CRD#: 6056806
106 Decker Court, Suite 225, Irving, TX 75062
93
Wealthminder
score

Carmen Fahy (CRD# 6056806) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Irving, TX and has over 5 years of experience in the finance industry.

3
Samuel Saladino, financial advisor Fort Worth TX
Samuel J. Saladino
CRD#: 2719049
306 West 7th Street, Suite 616, Fort Worth, TX 76102
83
Wealthminder
score

Samuel Saladino (CRD# 2719049) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Fort Worth, TX and has over 22 years of experience in the finance industry.

4
Thomas Payne, financial advisor Clayton CA
Thomas H. Payne
CRD#: 4177697
1026 Oak Street, Suite 200, Clayton, CA 94517
81
Wealthminder
score

Thomas Payne (CRD# 4177697) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Clayton, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals