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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 20, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| THE BRIDLEWOOD OPPORTUNITY TRUST | DE | OWNER | D | Control |
| JAMESON, ROBYN, ELIZABETH | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JAMESON, ROBYN, ELIZABETH | I | THE BRIDLEWOOD OPPORTUNITY TRUST | F | Control |
Registrations
Federal
IA
Sep 20, 2024 REGISTERED
Notice Filings (7)
CA FL MA NC NJ PA TX
Address
1189 LANCASTER AVENUE, SUITE 101BERWYN, PA 19312
United States
Phone: 610-687-8040