Trinity Investment Management, LLC

RIASEC RegisteredEst. 2007
Total AUM
$126M
Discretionary
$107M
85% of AUM
Avg account
$1.3M
Accounts
96
Employees
4
Advisory reps
5

Firm details

Headquarters
Fort Worth, Texas
CRD number
133873
Registered since
January 5, 2007
Website
www.trinity-invest.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations77.24%
  • HNWI16.76%
  • Individuals5.98%
  • Corporations / Businesses0.02%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trinity Investment Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2007. The firm provides portfolio management for individuals, small businesses, and institutional clients, serving both individual & family and institutional client types. Its fee model combines a percentage-of-AUM component with the possibility of performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, US Government Bonds 16%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 7%, Private Funds 7%, Investment Grade Corp Bonds 1%48%
  • Exchange Traded Equities48%
  • US Government Bonds16%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities7%

Contacts

3 of 5

  • William Zerrusen

    Managing MemberCRD 5725018

  • Columba Reid

    ManagerCRD 5273547

  • Richard Arellano

    Richard Arellano

    Senior TraderCRD 2817718

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
201 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth