Trinchera Investments, LLC
Firm details
- Headquarters
- Midland, Texas
- CRD number
- 340715
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trinchera Investments, LLC is a Texas-formed limited liability company that provides financial planning and portfolio management services to individuals, small businesses, and other business or institutional clients. FINTRX flags the firm as actively SEC registered (registered year: Unknown). Ownership is listed as individual and the firm's regulatory classification is unclassified. The firm uses multiple fee arrangements, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. FINTRX does not identify Trinchera Investments as a capital allocator or an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Christopher Terebessy
President, CCOCRD 3188496
Dana Terebessy
CRD 8298019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midland, TX
Midland
Location
Midland, TX
Headquartered in Midland, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- Midland
- Address
- 415 W Wall St
- Time zone
- CT (UTC-6)
- Office locations
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