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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Financial Partners II LLC
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| CRD # | 124397 |
| SEC # | 801-116705 |
| CIK # | |
| AUM | $441.9 M (2024-09-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-687-8040 |
| Address | 1189 Lancaster Avenue, Suite 101 Berwyn, PA 19312 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 |
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|---|---|---|
|
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WA | 0.4 |
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NorthStar Financial Companies Inc
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PA | 0.4 |
|
Humankind Investments LLC
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NY | 0.4 |
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TX | 0.4 |
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Avaii Wealth Management LLC
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WI | 0.4 |
|
Prosperity Wealth Management Inc
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CA | 0.4 |
|
William Madison Advisors Inc
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TX | 0.4 |
|
Kimery Wealth Management LLC
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TN | 0.4 |
|
Global Trust Asset Management LLC
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FL | 0.4 |
|
ARC Advisory LLC
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|
CA | 0.4 |