Trinity Investment Advisors, LLC

Assets Under Management

$342.4M

Number of Clients

36

Number of Advisors

4

Average Client AUM

$9.5M

AUM per Advisor

$85.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Trinity Investment Advisors, LLC provides investment advisory services to institutional ERISA retirement plans. The firm also offers consulting services to retirement plans, assisting clients in evaluating their employee retirement plans.

Areas of Practice
Retirement Planning
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Location

136 North Church, West Chester, PA, 19380

4 Advisors at this firm