Trinity Neches
Trinity Neches (CRD# 282631) is a financial advisory firm headquartered in , . They manage $90,225,569 in 180 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Trinity Neches
By the Numbers
-
Total Assets Under Management90MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$501,253
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Trinity Neches
1
John Lovett (CRD# 2402319) is an Investment Advisor Representative working at Trinity Neches in Shepherd, TX and has over 30 years of experience in the finance industry.
2
Milton Thiel (CRD# 4345473) is an Investment Advisor Representative working at Trinity Neches in Sugar Land, TX and has over 23 years of experience in the finance industry.
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