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TRINITY ASSET MANAGEMENT CO.
TRINITY ASSET MANAGEMENT CORPORATION
CRD 128702 · SEC 801-62432
545 SO. FIGUEROA STREET, SUITE 1233, LOS ANGELES, CA, 90071, United States
Phone
213-623-2770
Fax
213-623-2743
Registration
— (—)
Source
State registered
Total AUM
$109.0M
Discretionary AUM
$109.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.0M |
| High net worth individuals | 119 | $101.4M |
Official SEC filing: View on IAPD