Trimingham Financial

Trimingham Financial (CRD# 298983) is a financial advisory firm headquartered in , . They manage $1,403,981 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/matthew-doyle18ba912a/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $93,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Trimingham Financial
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Doyle, financial advisor New Albany IN
Matthew R. Doyle
CRD#: 6527520
New Albany, IN

Matthew Doyle (CRD# 6527520) is an Investment Advisor Representative working at Trimingham Financial in New Albany, IN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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