Trinity Legacy Partners Email Formats

Investment Management • Houston, Texas, United States • 1-10 Employees

Trinity Legacy Partners Email Formats

Trinity Legacy Partners uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@trinitylegacy.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@trinitylegacy.com	77.8%
{second initial}.{last name}	o.doe@trinitylegacy.com	11.1%
{first name}.{last name}	john.doe@trinitylegacy.com	11.1%

Key Contacts at Trinity Legacy Partners

John Hunter

Director, Wealth Management

Trey Wilkinson

President And Chief Executive Officer

Ali Mills

Director, Financial Planning

Larry Breck Bell

Managing Director & Shareholder

Company overview

Headquarters	24 Greenway Plaza, Suite 546, Houston, Texas 77046, US
Phone number	+17139998053
Website	trinitylegacy.com
NAICS	5231
SIC	621
Keywords	Risk Management, Education Planning, Cima, Portfolio Construction, Financial Consulting, Asset Management, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, CFP, Capital Preservation, Chfc, Dynamic Wealth Management, Fee Simple Investing
Founded	2011
Employees	1-10
Socials

About Trinity Legacy Partners

Our Mission: We seek to protect and grow our clients' legacy for generations to come. Our goal is to manage and potentially increase our clients' investment portfolios as prudently as possible while protecting capital on the downside. We will provide quality, objective investment advice to our clients that is free from conflicts of interest. Our Value Proposition: We will always act as a fiduciary for our clients and embrace that standard. While every investment decision may not make money, our clients know that we will always act in their best interests. Our clients' investment goals will be the foundation of all portfolio decisions. Our ethics will be beyond reproach. Disclosure: We are a fee-only investment management and financial planning firm. The firm does not sell securities on a commission basis. The firm is not affiliated with entities that sell financial products or securities. Trinity Legacy Partners, LLC does not act as a custodian of client assets. All client assets managed by Trinity Legacy Partners, LLC are held at Charles Schwab, the firm's custodian. No minimum account size required. Additional disclosure information and firm brochure can be found at https://trinitylegacy.com. 24 Greenway Plaza, Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Manager

Employees by Department

Trinity Legacy Partners has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Trinity Legacy Partners has never raised funding before.

Trinity Legacy Partners Tech Stack

Discover the technologies and tools that power Trinity Legacy Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Snowplow Analytics

Analytics

Nginx

Reverse proxies

HSTS

Security

Open Graph

Miscellaneous

Skrollr

JavaScript libraries

Webpack

Miscellaneous

Google Analytics

Analytics

MobX

JavaScript libraries

RSS

Miscellaneous

Frequently asked questions

Trinity Legacy Partners is located in Houston, Texas, US.

You can reach Trinity Legacy Partners at +17139998053.

Trinity Legacy Partners was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Trinity Legacy Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Trinity Legacy Partners

John Hunter

Director, Wealth Management

Trey Wilkinson

President And Chief Executive Officer

Ali Mills

Director, Financial Planning

Larry Breck Bell

Managing Director & Shareholder

4.8

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