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Steve Trinh

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
714 clients
Average Client Portfolio
$918K average
Assets Under Management
$655.6M

Fee Structure

Minimum Annual Fee:$4,000
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Location

15910 Ventura Blvd, Suite 1605, Encino, CA, 91436

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steve is an investor in Mint Leaf, LLC, a restaurant/hospitality business. This activity requires about a quarter of Steve's time.

Employment History
Current Registrations
Navalign, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Carter Jacobs, LLC
January 2015 - December 2017 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - January 2015 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.