Trinity Investment Advisors, LLC
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Overview
Trinity Investment Advisors, LLC is a financial advisory company located in West Chester, Pennsylvania. It administers $261.6 million in total assets across 29 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Trinity Investment Advisors, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, bonds and equities.
Trinity Investment Advisors, LLC manages none of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing to seek client authorization. Trinity Investment Advisors, LLC also has 29 non-discretionary accounts with a total of $261.6 million in assets. The investment advisory firm oversees about $9.0 million in assets for each account. The typical financial advisor at Trinity Investment Advisors, LLC oversees about ten client accounts, making it one of the more individualized firms in the country.
Trinity Investment Advisors, LLC's main office is located at 136 North Church, West Chester, Pennsylvania 19380. Trinity Investment Advisors, LLC is registered to serve investors throughout 4 states, including Delaware, Hawaii, New Jersey and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trinity Investment Advisors, LLC by the Numbers
$261.6 million
3
29
$9.0 million
Fee Structure
Fees for financial management are based on which services are provided. However, fees charged by the company most likely include some combination of the following fee types: asset-based or fixed. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Trinity Investment Advisors, LLC caters to pension plans. Out of its 29 customers, Trinity Investment Advisors, LLC's biggest client group is pension plans. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trinity Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Trinity Investment Advisors, LLC
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
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