$55.1M Total AUM
$51.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-1998
- Office Locations
- 1
Office Locations
-- Clarendon Hills IL
About Trinity Asset Management, Inc.
Trinity Asset Management is an Illinois RIA providing discretionary asset management and insurance guidance, with a client focus that includes entrepreneurs. Portfolios emphasize asset allocation using ETFs and public funds, alongside diversifiers such as real estate and hedge funds. Custodied at Charles Schwab and led by portfolio manager/president Brian Francis Gilmartin.
Team overview
-- AVG AGE
$55.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
28 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN FRANCIS GILMARTIN
Investment Advisor, PORTFOLIO MANAGER, President
- CRD
- #1960887
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,885,000 | -- |
| Non-Discretionary | $3,201,000 | -- |
| Total | $55,086,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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