Trinity Wealth Management Revenue

Financial Services • Greensboro, North Carolina, United States • 1-10 Employees

Trinity Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Trinity Wealth Management

Kelvin Lim

Business Development Director

Company overview

Headquarters	628 Green Valley Rd, 303, Greensboro, North Carolina 27408, US
Website	trinitywealthmgt.com
NAICS	52
SIC	628
Employees	1-10

Trinity Wealth Management Email Formats

Trinity Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@trinitywealthmgt.com), used 75% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@trinitywealthmgt.com	75%
{first name}.{last name}	john.doe@trinitywealthmgt.com	25%

About Trinity Wealth Management

We offer financial education, meticulous planning, & clear guidance for your family and your future. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. www.sipc.org

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Director

Employees by Department

Trinity Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Trinity Wealth Management has never raised funding before.

Frequently asked questions

Trinity Wealth Management is located in Greensboro, North Carolina, US.

Trinity Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Trinity Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Trinity Wealth Management

Kelvin Lim

Business Development Director

4.8

40,000 users