TRINITY PORTFOLIO ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$530,536,813
Discretionary
$459,024,490
Non-discretionary
$71,512,323
Firm details
- CRD number
- 151721
- SEC file number
- 801-70663
- Main office
- SOUTHLAKE, TX, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://TRINITYPORTFOLIO.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.