Trinity Financial Partners Ii, LLC

Trinity Financial Partners Ii, LLC (CRD# 124397) is a financial advisory firm headquartered in Berwyn, PA. They manage $441,879,130 in 1,060 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

1189 Lancaster Avenue, Suite 101, Berwyn, PA 19312

http://www.trinityfinancialpartners.com

By the Numbers

Total Assets Under Management

442

MILLION
Total Number of Accounts

1,060

ACCOUNTS
Average Account Value

$416,867

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
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, MA, NC, NJ, PA, TX

Financial Advisors at Trinity Financial Partners Ii, LLC

Showing 1 - 1 of 1 top financial advisors.

Robyn E. Jameson

CRD#: 4571916

1189 Lancaster Avenue, Suite 101, Berwyn, PA 19312

Robyn Jameson (CRD# 4571916) is an Investment Advisor Representative working at Trinity Financial Partners Ii, LLC in Berwyn, PA and has over 21 years of experience in the finance industry.

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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