TRS ADVISORS, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 283248
- Website
- www.pipersandler.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals68.37%
- HNWI31.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trs Advisors, LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters to a client base that includes individuals and families. Trs Advisors employs a fee structure that consists of a percentage of assets under management as well as fixed fees, allowing for flexibility in their service offerings.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds53%
- Non-Exchange Traded Equities23%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- Private Funds4%
Owners & executives
2 of 2Gary Goeppinger
Chief Compliance OfficerCRD 5775069
MONIQUE LEVENSAILOR
Chief Operating Officer and Managing PartnerCRD 6104914
Contacts
1 of 1BRITNI LEVENSAILOR
Principal, Managing MemberCRD 5842082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 6000 Western Pl
- Time zone
- CT (UTC-6)
- Office locations
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