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Trinity Portfolio Advisors
TRINITY PORTFOLIO ADVISORS, LLC is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2009. The firm manages $531 million in assets,...
Overview
TRINITY PORTFOLIO ADVISORS, LLC is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2009. The firm manages $531 million in assets, with $459 million on a discretionary basis. It has 13 employees and 9 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Trinity Portfolio Advisors?
Trinity Portfolio Advisors has not publicly named its investment principals. The firm is a registered investment advisor, meaning an individual or team oversees client portfolios, but their identities are not disclosed in public records.
What is Trinity Portfolio Advisors' investment strategy?
No public information exists about the firm's target asset classes, geographic focus, or stage preference. Without media coverage or a disclosed website, the investment approach cannot be confirmed from external sources.
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