TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, California
Trinity Capital Management, LLC is a highly regarded local investment advisory firm headquartered in Santa Barbara, California. With three offices, they have established a strong presence in the region. Catering to a diverse client base, Trinity Capital Management serves over 200 individual clients, overseeing assets exceeding $382,670,000.
Specializing in managing high net worth individuals' assets, Trinity Capital Management possesses extensive experience in this space. While 401K and individual accounts comprise less than 30% of their assets under management, the firm has the capability to effectively manage employer funds.
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Assets Under Mgmt
$382.67M
Investment Professionals
5
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Articles
Articles
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