Trinity Financial Advisors LLC
Trinity Financial Advisors LLC (CRD# 111681) is a financial advisory firm headquartered in Chicago, IL. They manage $212,108,419 in 635 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Trinity Financial Advisors LLC
By the Numbers
-
Total Assets Under Management212MILLION
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$334,029
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, TX
Financial Advisors at Trinity Financial Advisors LLC
No Advisor Found.
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