Trinity Wealth Advisors LLC
Trinity Wealth Advisors LLC (CRD# 109452) is a financial advisory firm headquartered in Saint Louis, MO. They manage $256,568,946 in 524 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management257MILLION
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Total Number of Accounts524ACCOUNTS
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Average Account Value$489,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, MO, NE, TX
James Evens (CRD# 1818374) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Eric Steiner (CRD# 2334702) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
James Matush (CRD# 733192) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 42 years of experience in the finance industry.