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TRINITY ASSET MANAGEMENT CORPORATION

Advisory

LOS ANGELES, CA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CA
#2,709
of 5,480 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$916K
across 119 accounts
AUM per adviser
$109M
1 advisers
Filing history
5
filings since 2003

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$109M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$109M
Discretionary AUM$109M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients131
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingOct 8, 2003
Latest FilingMar 11, 2026
Full AUM trend chart and 5 historical filings spanning 23+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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