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TRINITY FINANCIAL SERVICES, INC.
APPLIED BENEFIT STRATEGIES, INC.
CRD 151051
43252 WOODWARD AVE., STE.205, BLOOMFIELD HILLS, MI, 48302, United States
Phone
248-454-1996
Fax
248-454-1991
Registration
— (—)
Source
State registered
Total AUM
$91.5M
Discretionary AUM
$91.5M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $29.3M |
| High net worth individuals | 32 | $47.0M |
| Pension/profit sharing plans | 3 | $3.1M |
| Charitable organizations | 3 | $12.1M |
All web addresses on file
Official SEC filing: View on IAPD