Trinity Financial Advisors LLC

Trinity Financial Advisors LLC (CRD# 133191) is a financial advisory firm headquartered in Columbus, OH. They manage $487,330,733 in 982 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    487
    MILLION
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $496,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Trinity Financial Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Clay J. Acer
CRD#: 6112873
760 Communications Parkway, Suite 200, Columbus, OH 43214

Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 6 years of experience in the finance industry.

2
Geoffrey R. Biehn
CRD#: 4873865
760 Communications Parkway, Suite 200, Columbus, OH 43214

Geoffrey Biehn (CRD# 4873865) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 19 years of experience in the finance industry.

3
Benjamin J. Hartings
CRD#: 6162027
760 Communications Parkway, Suite 200, Columbus, OH 43214

Benjamin Hartings (CRD# 6162027) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 10 years of experience in the finance industry.

4
Anthony A. Calvino
CRD#: 7154481
760 Communications Parkway, Suite 200, Columbus, OH 43214

Anthony Calvino (CRD# 7154481) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has 1 year of experience in the finance industry.

5
Kristina M. Green
CRD#: 7065537
760 Communications Parkway, Suite 200, Columbus, OH 43214

Kristina Green (CRD# 7065537) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 4 years of experience in the finance industry.

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