Trinity Portfolio Advisors, LLC

Trinity Portfolio Advisors, LLC (CRD# 151721) is a financial advisory firm headquartered in Southlake, TX. They manage $452,649,116 in 945 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details

121 Countryside Court, Suite 140, Southlake, TX 76092

http://trinityportfolio.com

By the Numbers

Total Assets Under Management

453

MILLION
Total Number of Accounts

945

ACCOUNTS
Average Account Value

$478,994

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
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

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

CO, CT, FL, NC, NY, OK, OR, SC, TX, VA

Financial Advisors at Trinity Portfolio Advisors, LLC

Showing 11 - 11 of 11 top financial advisors.

Max W. May

CRD#: 7369404

121 Countryside Court, Suite 140, Southlake, TX 76092

Max May (CRD# 7369404) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.

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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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