Trinvest Advisors, LLC
RIAState Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$334K
Accounts
38
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 282304
- Website
- www.trinvestadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals51.18%
- HNWI48.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trinvest Advisors, LLC is an independent, individually owned registered investment adviser serving primarily individual and family clients. The firm offers financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Trinvest reports no active ESG investing program, is not a multi-state adviser, and does not identify as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds44%
- Investment Grade Corp Bonds20%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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