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TRINITY INVESTMENT ADVISORS, LLC
CRD 141039 · SEC 801-66958
136 NORTH CHURCH, WEST CHESTER, PA, 19380, United States
Phone
610-344-9300
Fax
610-344-9769
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.2M
Discretionary AUM
$388.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 34 | $388.2M |
States served
DE, PA
All web addresses on file
Official SEC filing: View on IAPD