Trinity Investment Advisors, LLC

Trinity Investment Advisors, LLC (CRD# 141039) is a financial advisory firm headquartered in West Chester, PA. They manage $300,990,891 in 33 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
136 North Church, West Chester, PA 19380
http://trinityadvisorsgroup.com/
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $9,120,936
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, HI, NJ, PA

Financial Advisors at Trinity Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carmela Elco, financial advisor West Chester PA
Carmela L. Elco
CRD#: 4171482
136 North Church, West Chester, PA 19380

Carmela Elco (CRD# 4171482) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 23 years of experience in the finance industry.

2
Jennifer Kirby, financial advisor West Chester PA
Jennifer T. Kirby
CRD#: 1699098
136 North Church, West Chester, PA 19380

Jennifer Kirby (CRD# 1699098) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 20 years of experience in the finance industry.

3
Michael McCabe, financial advisor West Chester PA
Michael K. McCabe
CRD#: 2583198
136 North Church, West Chester, PA 19380

Michael McCabe (CRD# 2583198) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 29 years of experience in the finance industry.

4
Richard Pearce, financial advisor West Chester PA
Richard D. Pearce
CRD#: 358781
136 North Church, West Chester, PA 19380

Richard Pearce (CRD# 358781) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 30 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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