Trinity Legacy Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

24 Greenway Plz Ste 546, Houston, Texas,...

Phone Number

(713) 999-8053

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Trinity Legacy Partners

Trinity Legacy Partners is a registered investment adviser based in Houston, Texas, specializing in personalized financial strategies that empower clients to build a lasting legacy. Their services include investment analysis, retirement planning, wealth management, and legacy planning, tailored to meet the unique needs and goals of families and individuals. The firm aims to provide clarity amid uncertainty, helping clients navigate the complexities of wealth management with confidence. Their dedicated team partners with clients to create customized financial plans and continuously monitors progress to adapt to changing circumstances.Explore more
Trinity Legacy Partners's Social MediaPopular SearchesTrinity Legacy Partners LLCTrinity Investment Partners LLCTrinity Legacy PartnersTrinity Trading Investments LLCTrinity Investment LLCSIC Code 62,628NAICS Code 52,523Show more

Trinity Legacy Partners Org Chart

TW
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President & Chief Executive Officer

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President, Chief Executive Officer & Chief In...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Legacy Partners

<$5M
1-10
Private
-
2011
TW
Trey WilkinsonPresident & CEO
<$5M
11-50
Private
-
2009
CC
Candace CavalierCco General Counsel
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Trinity Legacy Partners Tech Stack

A closer look at the technologies used by Trinity Legacy Partners

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Frequently Asked Questions Regarding Trinity Legacy Partners

What is Trinity Legacy Partners's official website?
Trinity Legacy Partners's official website is www.trinitylegacy.com
What is Trinity Legacy Partners's Revenue?
Trinity Legacy Partners's revenue is <$5 Million
What is Trinity Legacy Partners's SIC code?
Trinity Legacy Partners's SIC: 62,628
What is Trinity Legacy Partners's NAICS code?
Trinity Legacy Partners's NAICS: 52,523
How many employees does Trinity Legacy Partners have?
Trinity Legacy Partners has 1-10 employees
What industry does Trinity Legacy Partners belong to?
Trinity Legacy Partners is in the industry of: Finance, Securities Trading
What is Trinity Legacy Partners competition?
Trinity Legacy Partners top competitors include: Selkirk Wealth Advisors, Wealth Preservation Advisors, Congress Wealth Management, Reynolds Wealth Management
What technology does Trinity Legacy Partners use?
Some of the popular technologies that Trinity Legacy Partners uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Trinity Legacy Partners?
Trinity Legacy Partners contact info: Phone number: (713) 999-8053 Website: www.trinitylegacy.com
What does Trinity Legacy Partners do?

Trinity Legacy Partners is a registered investment adviser based in Houston, Texas, specializing in personalized financial strategies that empower clients to build a lasting legacy. Their services include investment analysis, retirement planning, wealth management, and legacy planning, tailored to meet the unique needs and goals of families and ind... ividuals. The firm aims to provide clarity amid uncertainty, helping clients navigate the complexities of wealth management with confidence. Their dedicated team partners with clients to create customized financial plans and continuously monitors progress to adapt to changing circumstances.Read More

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

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