Lena
Kaloostian
Trinity Capital Management, LLC
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About this Advisor
Lena Kaloostian is a financial advisor based in Ontario, California, working with Trinity Capital Management, LLC. Lena has previously held a position at Trinity Capital Management, LLC. Lena has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lena is part of Trinity Capital Management, LLC, which operates out of Ontario, California. The firm has 2 offices and 5 employees. The firm manages assets totaling $413.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Trinity Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinity Capital Management, LLC Brokerage Details
$413,737,315
5
923
$448,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lena Kaloostian Work History
Trinity Capital Management, LLC
Disclosures
Please visit the SEC profile of Lena Kaloostian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Capital Management, LLC
Ontario, CA
Ontario, CA
Ontario, CA
Santa Barbara, CA
Seattle, WA
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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