TRINITY FINANCIAL SERVICES, INC.

TRINITY FINANCIAL SERVICES, INC. of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 151051). Regulatory assets under management: $91.5M.

Registration

• CRD: 151051
• Type: Registered investment adviser
• Location: 43252 WOODWARD AVE., BLOOMFIELD HILLS, MI, 48302
• Phone: 248-454-1996
• Latest filing: 2026-01-26
• Regulatory AUM: $91.5M
• Discretionary AUM: $91.5M
• Clients: 2
• Accounts: 213

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search