Trinity Portfolio Advisors LLC
Legal Name: TRINITY PORTFOLIO ADVISORS, LLC
Full Contact Details
Trinity Portfolio Advisors LLC
121 COUNTRYSIDE COURT, SUITE 140, SOUTHLAKE, TX
(817)416-7227
(817)336-5736
Other Info
Trinity Portfolio Advisors LLC is a Texas-based limited liability company comprised of 15 employees, including 6 professionals in advisory roles. The firm has proudly served 20 clients and is registered with the U.S. Securities and Exchange Commission. Their latest status is approved with a registration date of October 21, 2009.
Trinity Portfolio AdvisorsFinancial Planning Firm
Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed.
Trinity Portfolio AdvisorsFinancial Planning Firm
Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed.
Website
Website
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Direct Owners
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JOHN ALLEN CHALK
MEMBER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%