Trinity Wealth Advisors LLC
Trinity Wealth Advisors LLC (CRD# 109452) is a financial advisory firm headquartered in Saint Louis, MO. They manage $147,026,161 in 542 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management147MILLION
Total Number of Accounts542ACCOUNTS
Average Account Value$271,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL, MO, NE, TX
Thomas Grady (CRD# 2289609) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 25 years of experience in the finance industry.