Trinity Investment Management, LLC
Trinity Investment Management, LLC (CRD# 133873) is a financial advisory firm headquartered in Fort Worth, TX. They manage $124,434,765 in 150 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management124MILLION
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$829,565
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MI, NC, TX
Samuel Saladino (CRD# 2719049) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Arlington, TX and has over 28 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.
Michael Falvey (CRD# 7792475) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Robert Riethman (CRD# 2026370) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Stephanie Roderick (CRD# 7648989) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Clinton Weber (CRD# 7817381) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.