Trinity Financial Services, Inc.

Trinity Financial Services, Inc. (CRD# 151051) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $75,100,000 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
43252 Woodward Ave., Ste.205, Bloomfield Hills, MI 48302
http://www.trinityfinancial.services
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $349,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Trinity Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christian Guella, financial advisor Bloomfield Hills MI
Christian J. Guella
CRD#: 6347092
43252 Woodward Ave., Ste.205, Bloomfield Hills, MI 48302

Christian Guella (CRD# 6347092) is an Investment Advisor Representative working at Trinity Financial Services, Inc. in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

2
Jeffrey Guella, financial advisor Bloomfield Hills MI
Jeffrey R. Guella
CRD#: 4894507
43252 Woodward Ave., Ste.205, Bloomfield Hills, MI 48302

Jeffrey Guella (CRD# 4894507) is an Investment Advisor Representative working at Trinity Financial Services, Inc. in Bloomfield Hills, MI and has over 19 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.

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