Trinity Legacy Partners, LLC is a large advisory firm based in Houston. It manages $169.81 million of regulatory assets for 507 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida and Texas.
Trinity Legacy Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trinity Legacy Partners, LLC is $169.81 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trinity Legacy Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Trinity Legacy Partners is high net worth individuals with 41 clients and $120.98 million of assets under management. Among the 12 most similar advisory firms, Trinity Legacy Partners has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $169.46 million for 153 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trinity Legacy Partners doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Trinity Legacy Partners, LLC performs its advisory services is located at 4888 Loop Central, Houston, TX 77081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-999-8053 or by fax 713-574-5782. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at trinitylegacypartners.com.