Assets Under Management
$488.2M
Number of Clients
736
Number of Advisors
9
Average Client AUM
$663K
AUM per Advisor
$54.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trinity Portfolio Advisors offers financial planning, consulting, and investment management services. Financial planning focuses on aligning wealth with values. Investment management allocates assets among equities, mutual funds, and ETFs. They also offer web-based portfolio management services through Betterment.
121 Countryside Court, Suite 140, Southlake, TX, 76092