Trinity Fiduciary Partners, LLC is a large advisory firm based in Arlington. It manages $99.15 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Illinois, and Texas.
Trinity Fiduciary Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trinity Fiduciary Partners, LLC is $99.15 million. The firm's AUM has grown by 2733% since the beginning of its operation, and $86.67 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trinity Fiduciary Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, and high net worth individuals. The largest group of clients of Nancy Ruth Benson is high net worth individuals with 11 clients and $51.1 million of assets under management. Among the 6 most similar advisory firms, Trinity Fiduciary Partners has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $95.01 million for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Trinity Fiduciary Partners doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nancy Ruth Benson has been acting as President since 1 May 2010. Adam Eugene Auten has served as the Chief Investment Officer since 1 Jan 2005. Daniel Brendan Mulvey joined the executive team most recently as the Managing Director And Chief Compliance Officer.
The principal office where Trinity Fiduciary Partners, LLC performs its advisory services is located at 200 N. Mesquite Street, Arlington, TX 76011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-334-1283 or by fax 817-549-0091. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at trinityfiduciary.com.