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Trinity Portfolio Advisors, LLC

● SEC registered since 2009CRD 151721SEC# 801-70663Southlake, TX
Export (members)
Reg. AUM
$488.2M
Employees
15
Accounts
1,268
Location
Southlake, TX

Trinity Portfolio Advisors, LLC assets under management

Trinity Portfolio Advisors, LLC is an investment advisory firm registered with the SEC based in Southlake, TX. The firm has been registered since 2009. It reports $488.2 million in regulatory assets under management and employs 15 people.
trinityportfolio.comView on SEC.gov ↗

Trinity Portfolio Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeri Marie Liedl ControlChief Operating OfficerUnder 5%2010
John Allen Chalk ControlFounder/CcoOver 75%2009

Frequently asked questions

How much does Trinity Portfolio Advisors, LLC manage?

Trinity Portfolio Advisors, LLC reports $488.2 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Portfolio Advisors, LLC have?

Trinity Portfolio Advisors, LLC reports 15 employees.

Where is Trinity Portfolio Advisors, LLC located?

Trinity Portfolio Advisors, LLC is based in Southlake, TX and has been SEC-registered since 2009.

Does Trinity Portfolio Advisors, LLC disclose fund performance?

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

Contact & registration

Address121 Countryside Court, Suite 140, Southlake, TX 76092
Phone817-416-7227
Fax817-336-5736
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1467369
Discloses disciplinary historyNo

Assets under management

Discretionary$372.6M
Non-discretionary$115.6M
Total (RAUM)$488.2M