CRD: 151051
Trinity Financial Services, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2009
- Office Locations
- 2
Office Locations
About Trinity Financial Services, Inc.
Trinity Financial Services, Inc. is an independent wealth management and financial planning firm in Bloomfield Hills, MI, serving individuals and families with comprehensive planning and retirement-focused guidance. Portfolios are implemented as part of a broader plan and are invested primarily in public funds, including mutual funds and some ETFs. The firm emphasizes a values-based “Faith-Family-Finance” approach and works with custodians such as Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY RICHARD GUELLA
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4894507
- Ownership
- 75% or more
CHRISTIAN JEFFREY GUELLA
INVESTMENT ADVISOR REPRESENTATIVE, VICE PRESIDENT
- CRD
- #6347092
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing