CRD: 151721
Trinity Portfolio Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-2009
- Office Locations
- 3
Office Locations
About Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors is a Texas-based financial planning and wealth management firm helping clients align wealth with their values. The team builds and manages strategic portfolios focused on protecting and growing investment assets and provides ongoing planning and progress reviews. Trinity also serves as plan advisor to multiple qualified retirement plans, including 401(k)s, offering plan design support for business owners; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN ALLEN CHALK JR.
FOUNDER
- CRD
- #4266208
- Ownership
- 75% or more
JERI MARIE LIEDL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
AARON RODERICK ESTRADA
Managing Partner
- CRD
- #4120496
Chase Estrada
--
- CRD
- #7682934
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,024,490 | $410,944 |
| Non-Discretionary | $71,512,323 | $234,467 |
| Total | $530,536,813 | $373,092 |
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 |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing