TRINITY FINANCIAL PARTNERS II, LLC
CRD #124397 SEC #801-116705 BERWYN, PA 610-687-8040
SEC Registered
Total AUM
$441.9M
Discretionary
$441.9M
Employees
4
Clients
251
Accounts
1,060
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $441.9M | $441.9M | $0 | 4 | 11 |
| Mar 2024 | $441.9M | $441.9M | $0 | 4 | 11 |
| Mar 2023 | $382.3M | $382.3M | $0 | 4 | 8 |
| Oct 2022 | $425.3M | $425.3M | $0 | 5 | 11 |
| Mar 2022 | $425.3M | $425.3M | $0 | 5 | 11 |
| Mar 2021 | $323.7M | $323M | $750.4K | 4 | 5 |
| Sep 2020 | $295.6M | $294M | $1.6M | 4 | 65 |
| Jun 2020 | $295.6M | $294M | $1.6M | 4 | 65 |
| Jun 2020 | $295.6M | $294M | $1.6M | 4 | 65 |
| Jun 2020 | $295.6M | $294M | $1.6M | 5 | 65 |
| May 2020 | $295.6M | $294M | $1.6M | 6 | 65 |
| Apr 2020 | $295.6M | $294M | $1.6M | 6 | 65 |
| Mar 2020 | $295.6M | $294M | $1.6M | 6 | 65 |
| Jun 2019 | $101.9M | $92.5M | $9.4M | 6 | 145 |
| Apr 2019 | $101.9M | $92.5M | $9.4M | 6 | 145 |
DateSep 2024
Total AUM$441.9M
Discretionary$441.9M
Non-Disc.$0
Employees4
Clients11
DateMar 2024
Total AUM$441.9M
Discretionary$441.9M
Non-Disc.$0
Employees4
Clients11
DateMar 2023
Total AUM$382.3M
Discretionary$382.3M
Non-Disc.$0
Employees4
Clients8
DateOct 2022
Total AUM$425.3M
Discretionary$425.3M
Non-Disc.$0
Employees5
Clients11
DateMar 2022
Total AUM$425.3M
Discretionary$425.3M
Non-Disc.$0
Employees5
Clients11
DateMar 2021
Total AUM$323.7M
Discretionary$323M
Non-Disc.$750.4K
Employees4
Clients5
DateSep 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees4
Clients65
DateJun 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees4
Clients65
DateJun 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees4
Clients65
DateJun 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees5
Clients65
DateMay 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees6
Clients65
DateApr 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees6
Clients65
DateMar 2020
Total AUM$295.6M
Discretionary$294M
Non-Disc.$1.6M
Employees6
Clients65
DateJun 2019
Total AUM$101.9M
Discretionary$92.5M
Non-Disc.$9.4M
Employees6
Clients145
DateApr 2019
Total AUM$101.9M
Discretionary$92.5M
Non-Disc.$9.4M
Employees6
Clients145