Trinity Financial Partners II LLC

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Trinity Financial Partners II LLC
CRD #124397
SEC #801-116705
CIK #
AUM $441.9 MM (2024-03-20)
Employees 4 (75% Investors, 0% Brokers)
Phone610-687-8040
Address1189 Lancaster Avenue, Suite 101
Berwyn, PA 19312
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 150 49.5
(b) Individuals (high net worth individuals) 158 390.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 1.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.1
(n) Other 0 0.0
Total 1,060 441.9
By Discretionary
Discretionary 1,060 441.9
Non-Discretionary 0 0.0
Total 1,060 441.9
By Non-United States Persons
Non-United States Persons 9.7
United States Persons 432.2
Total 1,060 441.9
Comparable Firms State AUM ($BB)
Grant/Grossmendelsohn LLC
MD 0.4
AF Advisors Inc
CA 0.4
Pacific Ridge Capital Partners LLC
OR 0.4
Keidan Financial Consultants LLC
OH 0.4
Long Run Wealth Advisors LLC
NY 0.4
Cerro Pacific Wealth Advisors LLC
CA 0.4
Consolidated Financial Management Group LLC
OH 0.4
Oxler Private Wealth LLC
NY 0.4
Edmonds Duncan Registered Investment Advisors LLC
KS 0.4
West Oak Capital LLC
ID 0.4
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