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
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trinity Neches
Showing 1 - 2 of 2 top financial advisors.
1
John Lovett, financial advisor Shepherd TX
John R. Lovett
CRD#: 2402319
Shepherd, TX

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, financial advisor Sugar Land TX
Milton D. Thiel
CRD#: 4345473
Sugar Land, TX

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals