Trinity Fiduciary Partners, LLC

Trinity Fiduciary Partners, LLC (CRD# 133873) is a financial advisory firm headquartered in Arlington, TX. They manage $111,794,050 in 197 accounts and serve the financial needs of clients across 3 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
    112
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $567,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, IL, TX

Financial Advisors at Trinity Fiduciary Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Mulvey, financial advisor Arlington TX
Daniel B. Mulvey
CRD#: 1976010
200 N. Mesquite Street, Suite 205, Arlington, TX 76011

Daniel Mulvey (CRD# 1976010) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Arlington, TX and has over 6 years of experience in the finance industry.

2
Thomas Payne, financial advisor Arlington TX
Thomas H. Payne
CRD#: 4177697
200 N. Mesquite Street, Suite 205, Arlington, TX 76011

Thomas Payne (CRD# 4177697) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Arlington, TX and has over 20 years of experience in the finance industry.

3
Samuel Saladino, financial advisor Arlington TX
Samuel J. Saladino
CRD#: 2719049
200 N Mesquite Street, Suite 205, Arlington, TX 76011

Samuel Saladino (CRD# 2719049) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Arlington, TX and has over 24 years of experience in the finance industry. Samuel Saladino 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.

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.

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