Trinity Portfolio Advisors Revenue

Investment Management • Southlake, Texas, United States • 11-20 Employees

Trinity Portfolio Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contact at Trinity Portfolio Advisors

John Chalk

Founder And Owner

Company overview

Headquarters	121 Countryside Court Ste 140, Southlake, TX 76092, US
Phone number	+18174165970
Website	trinityportfolio.com
NAICS	5231
SIC	672
Keywords	Wealth Management, Business Succession, Financial Planning, Estate Planning, Retirement Plan Solutions
Founded	2009
Employees	11-20
Socials

Trinity Portfolio Advisors Email Formats

Trinity Portfolio Advisors uses 2 email formats. The most common is {first name} (e.g., john@trinityportfolio.com), used 90.9% of the time.

Format	Example	Percentage
{first name}	john@trinityportfolio.com	90.9%
{first initial}	j@trinityportfolio.com	9.1%

About Trinity Portfolio Advisors

Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth, empowering them to carry out their purpose.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Trinity Portfolio Advisors has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Trinity Portfolio Advisors has never raised funding before.

Trinity Portfolio Advisors Tech Stack

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

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

HSTS

Security

Open Graph

Miscellaneous

core-js

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YouTube

Video players

Google Maps

Maps

YUI

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Frequently asked questions

Trinity Portfolio Advisors is located in Southlake, Texas, US.

You can reach Trinity Portfolio Advisors at +18174165970.

Trinity Portfolio Advisors generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Trinity Portfolio Advisors has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Trinity Portfolio Advisors was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Trinity Portfolio Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Trinity Portfolio Advisors

John Chalk

Founder And Owner

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