TRINITY FINANCIAL ADVISORS LLC
CRD #111681 SEC #801-57843 CHICAGO, IL 312-245-1300
SEC Registered
Total AUM
$212.1M
Discretionary
$212.1M
Employees
9
Clients
26
Accounts
635
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $212.1M | $212.1M | $0 | 9 | 0 |
| May 2020 | $212.1M | $212.1M | $0 | 9 | 0 |
| Mar 2020 | $212.1M | $212.1M | $0 | 9 | 0 |
| Apr 2019 | $185.9M | $185.9M | $0 | 9 | 0 |
| Mar 2018 | $209.6M | $209.6M | $0 | 8 | 0 |
| Mar 2018 | $209.6M | $209.6M | $0 | 8 | 0 |
| Mar 2017 | $197.8M | $197.8M | $0 | 9 | 26 |
| Mar 2016 | $191.7M | $191.7M | $0 | 10 | 26 |
| Apr 2015 | $210.1M | $210.1M | $0 | 10 | 26 |
| Apr 2015 | $210.1M | $210.1M | $0 | 10 | 26 |
| Mar 2014 | $189.6M | $189.6M | $0 | 10 | 26 |
| May 2013 | $173.5M | $173.5M | $0 | 9 | 26 |
| Mar 2013 | $173.5M | $173.5M | $0 | 9 | 26 |
| Jan 2013 | $158.7M | $158.7M | $0 | 8 | 26 |
| Mar 2012 | $158.7M | $158.7M | $0 | 6 | 26 |
| Apr 2009 | $121.5M | $121.5M | $0 | 10 | -- |
| Mar 2007 | $170.4M | $170.4M | $16K | 10 | -- |
| Mar 2006 | $139.3M | $139.2M | $13.7K | 10 | -- |
| Sep 2005 | $89.8M | $89.7M | $125.8K | 5 | -- |
| May 2002 | $50.4M | $50.4M | $0 | 5 | -- |
DateJun 2020
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees9
Clients26
DateMar 2016
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees10
Clients26
DateApr 2015
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees10
Clients26
DateApr 2015
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees10
Clients26
DateMar 2014
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees10
Clients26
DateMay 2013
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees9
Clients26
DateJan 2013
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees8
Clients26
DateMar 2012
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees6
Clients26
DateApr 2009
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$16K
Employees10
Clients--
DateMar 2006
Total AUM$139.3M
Discretionary$139.2M
Non-Disc.$13.7K
Employees10
Clients--
DateSep 2005
Total AUM$89.8M
Discretionary$89.7M
Non-Disc.$125.8K
Employees5
Clients--
DateMay 2002
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--