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Trinity Portfolio Advisors

Trinity Portfolio Advisors

Investment Management, 121 Countryside Ct, Southlake, Texas, 76092, United States, 11-50 Employees

trinityportfolio.com

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phone no Phone Number: +18*********

Who is TRINITY PORTFOLIO ADVISORS

Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current ...

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  • 121 Countryside Ct, Southlake, Texas, 76092, United States Headquarters: 121 Countryside Ct, Southlake, Texas, 76092, United States
  • 2009 Date Founded: 2009
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282

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Trinity Portfolio Advisors Org Chart and Mapping

Employees
Jeri Liedl

Jeri Liedl

Chief Operating Officer

Jeff McCain

Jeff McCain

Partner

Annette Thompson

Annette Thompson

Associate

Max May

Max May

Financial Advisor

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Frequently Asked Questions Regarding Trinity Portfolio Advisors

Answer: Trinity Portfolio Advisors's headquarters are located at 121 Countryside Ct, Southlake, Texas, 76092, United States

Answer: Trinity Portfolio Advisors's phone number is +18*********

Answer: Trinity Portfolio Advisors's official website is https://trinityportfolio.com

Answer: Trinity Portfolio Advisors's revenue is $5 Million to $10 Million

Answer: Trinity Portfolio Advisors's SIC: 6282

Answer: Trinity Portfolio Advisors has 11-50 employees

Answer: Trinity Portfolio Advisors is in Investment Management

Answer: Trinity Portfolio Advisors contact info: Phone number: +18********* Website: https://trinityportfolio.com

Answer: Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth, empowering them to carry out their purpose.

Answer:

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