Trinity Portfolio Advisors, LLC is a large advisory firm based in Southlake. It manages $277.8 million of regulatory assets for 1,726 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Arkansas, California, and 13 other states.
Trinity Portfolio Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trinity Portfolio Advisors, LLC is $277.8 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trinity Portfolio Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Trinity Portfolio Advisors is individuals with 863 clients and $143.51 million of assets under management. Among the 8 most similar advisory firms, Trinity Portfolio Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $277.8 million for 1,126 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trinity Portfolio Advisors doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Trinity Portfolio Advisors, LLC performs its advisory services is located at 121 Countryside Court, Southlake, TX 76092, which is also the mailing address of the firm. An additional office of the firm is in Plano, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (817)416-7227 or by fax (817)336-5736. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at pridefinancialadvisors.com.