Robert
Riethman
Trinity Investment Management, LLC
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About this Advisor
Robert Riethman is a financial advisor based in Fort Worth, Texas, working with Trinity Investment Management, LLC. Robert has previously held positions at Indianapolis Life Insurance Company, Il Securities, Inc, Trinity Fiduciary Partners, LLC, Na, and Healthmarkets. Robert has passed the Series 65 regulatory exam and is registered to provide services in Michigan, North Carolina, and Texas. Currently, Robert is part of Trinity Investment Management, LLC, which operates out of Fort Worth, Texas. The firm has 7 employees and manages assets totaling $114.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Trinity Investment Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinity Investment Management, LLC Brokerage Details
$114,823,110
7
82
$1,400,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Riethman Work History
Trinity Fiduciary Partners, LLC
Indianapolis Life Insurance Company
Il Securities, Inc
Na
Healthmarkets
Disclosures
Please visit the SEC profile of Robert Riethman 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 Investment Management, LLC
Fort Worth, TX
Arlington, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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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