Jeri Marie Liedl is listed as Chief Operating Officer at Trinity Portfolio Advisors, LLC in Southlake, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trinity Portfolio Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeri Marie Liedl work?
Jeri Marie Liedl is listed as Chief Operating Officer at Trinity Portfolio Advisors, LLC on SEC Form ADV.
How much of Trinity Portfolio Advisors, LLC does Jeri Marie Liedl own?
Form ADV reports a beneficial ownership band of Under 5%.