Trinity Wealth Management, - PA Revenue
Financial Services • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Trinity Wealth Management, - PA revenue & valuation
| Annual revenue | $29,700,000 |
| Revenue per employee | $2,970,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $95,100,000 |
| Total funding | No funding |
Key Contact at Trinity Wealth Management, - PA
Charles Mann
President & Sr. Wealth Advisor
Company overview
| Headquarters | 899 Cassatt Rd, Suite 120, Berwyn, Pennsylvania 19312, US |
| Phone number | +16102962020 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Retirement Planning, Investment Management |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Trinity Wealth Management, - PA Email Formats
Trinity Wealth Management, - PA uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@trinity-wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trinity-wealth.com | 100% |
About Trinity Wealth Management, - PA
Trinity Wealth Management is a full-service financial firm committed to helping our clients obtain financial contentment, allowing them to pursue the areas of their lives that bring meaning and purpose. We specialize in working with business owners, executives and affluent families that have complex financial needs and want personalized guidance to help them work toward a more secure financial future. Clients can expect to receive a comprehensive financial plan, customized investment strategies, unbiased and independent advice, periodic progress reviews and value-added service. Trinity Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Trinity Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This site is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Trinity Wealth Management, LLC unless a client service agreement is in place. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Trinity Wealth Management, LLC is strictly forbidden under current securities laws. Also, please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Trinity Wealth Management, - PA has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Trinity Wealth Management, - PA has never raised funding before.
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