TRINITY FINANCIAL PARTNERS II, LLC
Adviser information for TRINITY FINANCIAL PARTNERS II, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,060 | $441.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,060 | $441.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 150 | $49.5M |
| HNW Individuals | 158 | $390.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 3 | $1.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $50,178 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)RETIREMENT & ESTATE STRATEGIES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-116705 |
|---|---|
| SEC ERA File Number | 801-116705 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124397 |
| Legal Entity Identifier | None |
Principal Office
1189 LANCASTER AVENUE, SUITE 101BERWYN
PA
United States
Monday - Friday, 8:30A.M.-5:00P.M.
Tel: 610-687-8040, Fax: 610-687-8041
Chief Compliance Officer
ROBYN E. JAMESON
FIRM PRINCIPAL
1189 LANCASTER AVENUE, SUITE 101
BERWYN
PA
United States
Tel:
610-687-8040
Fax:
610-687-8041
R****@***************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JAMESON, ROBYN, ELIZABETH | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 02/2010 | > 75% |