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).
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Total Assets Under Management487MILLION
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Total Number of Accounts982ACCOUNTS
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Average Account Value$496,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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.
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.
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.
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.
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.