Triune Financial Partners, LLC

RIASEC RegisteredEst. 2010

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 wealth advisory firm organized as an LLC and registered with the SEC since 2010. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and pension consulting. Its advisory scope spans individual and small-business portfolio management, institution/business mandates, selection of outside managers, and educational outreach such as seminars and published newsletters. The firm also operates an insurance brokerage business and bills clients using a mix of AUM-based fees, hourly charges, and fixed fees. Triune is not an active ESG investor.