


Trinity Advisors Group
Financial Services • West Chester, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | West Chester, Pennsylvania, United States |
| Phone number | +16103449300 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | 401(K) Plan Design, 401(K) Retirement Plan Consulting, Employee/Participant Education, Full 3(38) Fiduciary |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Trinity Advisors Group
Carmela Elco
Managing Director
Trinity Advisors Group Email Formats
Trinity Advisors Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@trinityadvisorsgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trinityadvisorsgroup.com | 100% |
About Trinity Advisors Group
At Trinity Investment Advisors, we are retirement plan consultants who work exclusively with retirement plans/401(k) to give plan sponsors the ability to help their employees prepare for retirement. Our critical mission: •Helping people save and invest wisely so they have the ability to meet their retirement goals •Providing fiduciary oversight for plan sponsors •Promoting total disclosure and transparency. We achieve our mission through experience, objectivity, and focus. With our years of expertise working with plan sponsors, we support the ability of plan sponsors to create, implement and monitor a retirement plan that can prepare plan participants for retirement.
Trinity Advisors Group revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Trinity Advisors Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Trinity Advisors Group has never raised funding before.
Trinity Advisors Group Tech Stack
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Miscellaneous
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Frequently asked questions
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