TRINITY PORTFOLIO ADVISORS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 151721). Regulatory assets under management: $530.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| John Allen Chalk | FOUNDER/CCO | — |
| Jeri Marie Liedl | CHIEF OPERATING OFFICER | — |
| CULLUM DEE WAYNE | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHALK JOHN ALLEN | MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PLANO | TX | 1 | 214-450-6288 |
| GRANBURY | TX | 1 | 817-369-8875 |