# TRINITY FINANCIAL PARTNERS II, LLC

TRINITY FINANCIAL PARTNERS II, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 124397
- Type: SEC-registered investment adviser
- SEC file number: 801-116705
- Location: 1189 LANCASTER AVENUE, SUITE 101, BERWYN, PA, 19312
- Phone: 610-687-8040
- Latest filing: 2024-09-20
- Regulatory AUM: $441.9M
- Discretionary AUM: $441.9M
- Clients: 4
- Accounts: 1,060

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| JAMESON ROBYN ELIZABETH | PRINCIPAL/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124397/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124397/similar
- Related entities: https://search.stillhousedata.com/firm/124397/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124397

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.