TRINITY INVESTMENT ADVISORS, LLC

Adviser information for TRINITY INVESTMENT ADVISORS, LLC last updated from Form ADV on March 27th, 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	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
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	33	$301.0M
Non-Discretionary	0	$0
Total	33	$301.0M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
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	33	$301.0M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting services
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-66958
SEC ERA File Number	801-66958
SEC CIK Numbers	None
SEC CRD Numbers	141039
Legal Entity Identifier	None

Principal Office

136 NORTH CHURCH
WEST CHESTER
PA
United States

Monday - Friday, 9:00AM-5:00PM

Tel: 610-344-9300, Fax: 610-344-9769

Websites

trinityadvisorsgroup.com/ www.linkedin.com/company/trinity-advisors-group

Chief Compliance Officer

MICHAEL K MCCABE

PRESIDENT

136 N CHURCH STREET

WEST CHESTER

United States

Tel: 610-344-9300

Fax: 610-344-9769

M*******@***********************M

(Full email address available in API data)

Regulatory Contact

MICHAEL MCCABE

MEMBER

136 NORTH CHURCH