Trinity Investors Fund Advisors, LLC

Trinity Investors Fund Advisors, LLC (CRD# 314603) is a financial advisory firm headquartered in Southlake, TX. They manage $419,771,445 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2102 E State Hwy 114, Suite 300, Southlake, TX 76092
https://www.trinityinvestors.com
By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $10,494,286
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trinity Investors Fund Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sanjay Chandra, financial advisor Southlake TX
Sanjay Chandra
CRD#: 5512809
2102 E State Hwy 114, Suite 300, Southlake, TX 76092

Sanjay Chandra (CRD# 5512809) is an Investment Advisor Representative working at Trinity Investors Fund Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.

2
Daniel Meader, financial advisor Southlake TX
Daniel S. Meader
CRD#: 4789581
2102 E State Hwy 114, Suite 300, Southlake, TX 76092

Daniel Meader (CRD# 4789581) is an Investment Advisor Representative working at Trinity Investors Fund Advisors, LLC in Southlake, TX and has over 16 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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