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Trinity Financial Partners II LLC
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CRD # | 124397 |
SEC # | 801-116705 |
CIK # | |
AUM | $441.9 MM (2024-03-20) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 610-687-8040 |
Address | 1189 Lancaster Avenue, Suite 101 Berwyn, PA 19312 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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 |