TRINITY ASSET MANAGEMENT, INC.

TRINITY ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 109152). Regulatory assets under management: $55.1M.

Registration

• CRD: 109152
• SEC file number: 801-57225
• Type: Registered investment adviser
• Phone: 312-810-3480
• Latest filing: 2026-02-20
• Regulatory AUM: $55.1M
• Discretionary AUM: $51.9M
• Non-discretionary AUM: $3.2M
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 109152 on SEC IAPD (source of record)
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