Triune Financial Partners, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.2B

81% of AUM

Avg account

$589K

Accounts

2,584

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 152277
Registered since: January 8, 2010
Website: www.triunefp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.86%
Pension & Profit Sharing Plans18.64%
Individuals12.04%
Corporations / Businesses0.43%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Triune Financial Partners, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2010) and operates as a capital allocator serving both individual & family and institutional clients. Ownership is listed as individual, and the firm combines portfolio management and financial planning with insurance brokerage activity. Triune charges a mix of fee structures—percentage of assets under management, hourly fees, and fixed fees—and provides a range of advisory services: portfolio management for individuals, small businesses and institutions; pension consulting; selection of other advisers; publication of periodicals or newsletters; and educational seminars or workshops. The firm is not identified as an active ESG investor and is not listed as a multi-state or newly formed adviser.