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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Portfolio Advisors LLC
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| CRD # | 151721 |
| SEC # | 801-70663 |
| CIK # | 0001467369 |
| AUM | $488.2 M (2025-04-16) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 817-416-7227 |
| Address | 121 Countryside Court Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 616 | 118.0 |
| (b) Individuals (high net worth individuals) | 73 | 286.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 77.1 |
| (h) Charitable organizations | 4 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,268 | 488.2 |
| By Discretionary | ||
| Discretionary | 1,043 | 372.6 |
| Non-Discretionary | 225 | 115.6 |
| Total | 1,268 | 488.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.2 | |
| Total | 1,268 | 488.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GEN Financial Management Inc
✚
|
MN | 0.5 |
|
Alta Wealth Advisors LLC
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|
MA | 0.5 |
|
Guidance Point Advisors LLC
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|
0.5 | |
|
OLIO Financial Planning LLC
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VA | 0.5 |
|
Hiltop Partners LLC
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IN | 0.5 |
|
Herold Advisors Inc
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NY | 0.5 |
|
Jackson Square Capital LLC
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|
CA | 0.5 |
|
Bridgeport Financial Solutions LLC
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|
AZ | 0.5 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.5 |
|
Global View Investment Advisors LLC
✚
|
SC | 0.5 |