# Trinity Financial Services

Trinity Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 151051
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151051

## About

Trinity Financial Services, Inc. is a state-registered investment adviser in Bloomfield Hills, MI. The firm manages approximately $92 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Trinity Financial Services?

No named principals or investment professionals are publicly associated with Trinity Financial Services. The firm does not list a management team or advisory board in any public source, which is typical for family offices that operate without external marketing.

### What is the wealth origin behind Trinity Financial Services?

The wealth origin is undisclosed. Unlike many family offices that trace their capital to a specific entrepreneur or corporate founder, Trinity Financial Services has not publicly linked itself to any known fortune, making its underlying source of capital a matter of speculation.

### Does Trinity Financial Services invest directly or through funds?

There is no public information on whether Trinity Financial Services pursues direct investments, fund commitments, or co-investments. The firm's investment vehicle structure and deal sourcing model are not documented in any available source.

### Where is Trinity Financial Services headquartered?

The firm's headquarters location is not disclosed in public records. No city, state, or country of operation has been linked to Trinity Financial Services through official filings or press releases.

### What is Trinity Financial Services' known AUM?

AUM is undisclosed. Trinity Financial Services does not publish asset size, and no third-party estimate exists (public record). The firm's scale cannot be inferred from any available data point.

### What sectors does Trinity Financial Services focus on?

Sector preferences have not been declared. Without a public investment thesis or portfolio disclosure, the firm's sector focus—whether technology, real estate, or other verticals—remains unknown.

### How is Trinity Financial Services related to other financial entities?

No corporate relationships, parent entities, or spinouts have been documented for Trinity Financial Services. The firm operates as a standalone entity with no reported affiliations to other wealth management or investment organizations.

## Related profiles

- [Mundell Asset Management LLC](https://altss.com/profile/mundell-asset-management-llc)
- [Montello Wealth Management](https://altss.com/profile/montello-wealth-management-inc)

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Last updated: 2026-07-06T01:24:27.442Z

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