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TRINITY LEGACY PARTNERS, LLC
CRD 159179 · SEC 801-110643
24 GREENWAY PLAZA, SUITE 546, HOUSTON, TX, 77046, United States
Phone
713-999-8053
Fax
713-574-5782
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$521.2M
Discretionary AUM
$514.0M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $59.7M |
| High net worth individuals | 134 | $442.0M |
| Pooled investment vehicles | 1 | $14.1M |
| Charitable organizations | 1 | $4.7M |
| Corporations/business entities | 2 | $635K |
States served
GA, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD