TRINITY INVESTMENT ADVISORS, LLC
CRD #141039 SEC #801-66958 WEST CHESTER, PA 610-344-9300
SEC Registered
Total AUM
$342.4M
Discretionary
$342.4M
Employees
3
Clients
--
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $342.4M | $342.4M | $0 | 3 | 0 |
| Mar 2025 | $342.4M | $342.4M | $0 | 3 | 0 |
| Apr 2024 | $301M | $301M | $0 | 3 | 0 |
| Mar 2024 | $301M | $301M | $0 | 3 | 0 |
| Mar 2022 | $261.6M | $0 | $261.6M | 3 | 0 |
| Mar 2021 | $207.4M | $207.4M | $0 | 3 | 0 |
| Jun 2020 | $186M | $10M | $176M | 1 | 27 |
| Mar 2020 | $186M | $10M | $176M | 1 | 27 |
| Mar 2019 | $135.5M | $8.5M | $127M | 1 | 21 |
| Mar 2018 | $134.7M | $9.7M | $125M | 1 | 19 |
| Mar 2017 | $127.7M | $8.7M | $119M | 1 | 26 |
| Jul 2016 | $111M | $111M | $0 | 1 | 26 |
| Mar 2016 | $10M | $7M | $3M | 1 | 26 |
| Apr 2015 | $129.1M | $123.9M | $5.2M | 1 | 26 |
| Mar 2014 | $119M | $113M | $6M | 1 | 26 |
| Mar 2013 | $102.2M | $96.4M | $5.8M | 1 | 26 |
| Apr 2012 | $95.1M | $13M | $82.1M | 1 | 26 |
| Mar 2011 | $601.4M | $594.9M | $6.5M | 5 | -- |
| Jan 2011 | $40.5M | $9.4M | $31.1M | 5 | -- |
| Jun 2009 | $40.5M | $9.4M | $31.1M | 5 | -- |
| Apr 2007 | $35.3M | $35.3M | $0 | 5 | -- |
| Mar 2007 | $35.3M | $35.3M | $0 | 5 | -- |
| Jan 2007 | $35.3M | $35.3M | $0 | 5 | -- |
DateJun 2025
Total AUM$342.4M
Discretionary$342.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$342.4M
Discretionary$342.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$261.6M
Discretionary$0
Non-Disc.$261.6M
Employees3
Clients0
DateMar 2021
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$186M
Discretionary$10M
Non-Disc.$176M
Employees1
Clients27
DateMar 2020
Total AUM$186M
Discretionary$10M
Non-Disc.$176M
Employees1
Clients27
DateMar 2019
Total AUM$135.5M
Discretionary$8.5M
Non-Disc.$127M
Employees1
Clients21
DateMar 2018
Total AUM$134.7M
Discretionary$9.7M
Non-Disc.$125M
Employees1
Clients19
DateMar 2017
Total AUM$127.7M
Discretionary$8.7M
Non-Disc.$119M
Employees1
Clients26
DateJul 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$10M
Discretionary$7M
Non-Disc.$3M
Employees1
Clients26
DateApr 2015
Total AUM$129.1M
Discretionary$123.9M
Non-Disc.$5.2M
Employees1
Clients26
DateMar 2014
Total AUM$119M
Discretionary$113M
Non-Disc.$6M
Employees1
Clients26
DateMar 2013
Total AUM$102.2M
Discretionary$96.4M
Non-Disc.$5.8M
Employees1
Clients26
DateApr 2012
Total AUM$95.1M
Discretionary$13M
Non-Disc.$82.1M
Employees1
Clients26
DateMar 2011
Total AUM$601.4M
Discretionary$594.9M
Non-Disc.$6.5M
Employees5
Clients--
DateJan 2011
Total AUM$40.5M
Discretionary$9.4M
Non-Disc.$31.1M
Employees5
Clients--
DateJun 2009
Total AUM$40.5M
Discretionary$9.4M
Non-Disc.$31.1M
Employees5
Clients--
DateApr 2007
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--