Trinity Financial Partners
Trinity Financial Partners is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Trinity Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136969, data through 2016-05-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2016-05-02)
- Firm type
- Ria
- Employees
- 1
- CRD
- 136969
- Ownership
- FISHER, JAMES, LEE; YOUNGBLOOD, MALTON, BERT; FISHER, FREDRIC, BRIAN; WIKOFF, KARYN, MICHELLE; BEISEKER, KARYN, MICHELLE
How much AUM does Trinity Financial Partners have?
Trinity Financial Partners reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2016-05-02).
Who owns Trinity Financial Partners?
Disclosed owners and executives of Trinity Financial Partners include FISHER, JAMES, LEE, YOUNGBLOOD, MALTON, BERT, FISHER, FREDRIC, BRIAN, WIKOFF, KARYN, MICHELLE, BEISEKER, KARYN, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.