PPrivate Fund Data Log in Join · $37/mo

Trinity Investment Advisors, LLC

● SEC registered since 2006CRD 141039SEC# 801-66958West Chester, PA
Export (members)
Reg. AUM
$342.4M
Employees
3
Accounts
36
Location
West Chester, PA

Trinity Investment Advisors, LLC assets under management

Trinity Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in West Chester, PA. The firm has been registered since 2006. It reports $342.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/trinity-advisors-groupView on SEC.gov ↗

Trinity Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Kevin McCabe ControlMember & Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Trinity Investment Advisors, LLC manage?

Trinity Investment Advisors, LLC reports $342.4 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Investment Advisors, LLC have?

Trinity Investment Advisors, LLC reports 3 employees.

Where is Trinity Investment Advisors, LLC located?

Trinity Investment Advisors, LLC is based in West Chester, PA and has been SEC-registered since 2006.

Does Trinity Investment Advisors, LLC disclose fund performance?

Trinity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address136 North Church, West Chester, PA 19380
Phone610-344-9300
Fax610-344-9769
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$342.4M
Non-discretionary$0
Total (RAUM)$342.4M