Trinity Investment Advisors, LLC

Trinity Investment Advisors, LLC (CRD# 141039) is a financial advisory firm headquartered in West Chester, PA. They manage $111,000,000 in 32 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $3,468,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Trinity Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer T. Kirby
CRD#: 1699098
136 North Church, West Chester, PA 19380
93
Wealthminder
score

Jennifer Kirby (CRD# 1699098) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 13 years of experience in the finance industry.

2
Michael K. McCabe
CRD#: 2583198
136 North Church, West Chester, PA 19380
93
Wealthminder
score

Michael McCabe (CRD# 2583198) is an Investment Advisor Representative working at Trinity Investment Advisors, LLC in West Chester, PA and has over 21 years of experience in the finance industry.

3
Richard D. Pearce
CRD#: 358781
136 North Church, West Chester, PA 19380
93
Wealthminder
score

Richard Pearce (CRD# 358781) 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.

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