Trippon Wealth Management Group LLC
Trippon Wealth Management Group LLC (CRD# 136485) is a financial advisory firm headquartered in Houston, TX. They manage $134,279,133 in 752 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management134MILLION
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Total Number of Accounts752ACCOUNTS
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Average Account Value$178,563
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
TX
Tyler Olson (CRD# 7079062) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 5 years of experience in the finance industry.
Travis Rhoad (CRD# 6330888) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 10 years of experience in the finance industry.
James Trippon (CRD# 2491347) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 29 years of experience in the finance industry.
Mitchell Craig (CRD# 7467592) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has 1 year of experience in the finance industry.