Trinity Financial Partners

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1189 Lancaster Ave Ste 1, Berwyn, Pennsy...

Phone Number

(909) 204-5800

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1

About Trinity Financial Partners

Trinity Financial Partners is an Independent financial advisory firm focused - Comprehensive planning include both investment management, risk protection. Trinity Financial Partners is an Independent Risk Management - Comprehensive risk protection, and managementExplore more
Trinity Financial Partners's Social MediaPopular SearchesTrinity Financial PartnersTrinity Financial Capital IncClover Financial and Insurance Services IncOntario Partners LLCTrinity 30 LLCSIC Code 62,628NAICS Code 52,523Show more

Trinity Financial Partners Org Chart

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Chief Financial Officer

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Controller & Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Financial Partner...

<$5M
1-10
Private
-
2016
BH
Brad HurlbutChief Financial Officer
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Trinity Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trinity Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trinity Financial Partners.

Trinity Financial Partners Tech Stack

A closer look at the technologies used by Trinity Financial Partners

Trinity Financial Partners News & Media

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Frequently Asked Questions Regarding Trinity Financial Partners

What is Trinity Financial Partners's official website?
Trinity Financial Partners's official website is www.trinityfp.com
What is Trinity Financial Partners's Revenue?
Trinity Financial Partners's revenue is <$5 Million
What is Trinity Financial Partners's SIC code?
Trinity Financial Partners's SIC: 62,628
What is Trinity Financial Partners's NAICS code?
Trinity Financial Partners's NAICS: 52,523
How many employees does Trinity Financial Partners have?
Trinity Financial Partners has 1-10 employees
What industry does Trinity Financial Partners belong to?
Trinity Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Trinity Financial Partners competition?
Trinity Financial Partners top competitors include: Beacon Financial Partners, Fulcrum Wealth Advisors, Wealth Advisory Services, Salient Wealth Planning Group
What technology does Trinity Financial Partners use?
Some of the popular technologies that Trinity Financial Partners uses are: Microsoft 365, Microsoft Exchange Online
Who is the CFO of Trinity Financial Partners?
Trinity Financial Partners's CFO is Brad Hurlbut
How do I contact Trinity Financial Partners?
Trinity Financial Partners contact info: Phone number: (909) 204-5800 Website: www.trinityfp.com
What does Trinity Financial Partners do?

Trinity Financial Partners is an Independent financial advisory firm focused - Comprehensive planning include both investment management, risk protection. Trinity Financial Partners is an Independent Risk Management - Comprehensive risk protection, and management... Read More

What are Trinity Financial Partners social media links?
Trinity Financial Partners Linkedin page Trinity Financial Partners Facebook page
Is Trinity Financial Partners a public company?
Trinity Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Trinity Financial Partners

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