Trinity Financial Advisors is an investment advisor in Columbus with $360.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
412190819
SEC advisor number
801-81196
FINRA CRD number
133191
AUM ?
$487.33 mm
(as of 10 Mar 24)
Accounts
982
(as of 10 Mar 24)
Employees
7
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22