A complete list of active advisors currently associated with Trinity Asset Management Co.
Warmer can help you find a great advisor at Trinity Asset Management Co. or one who fits your needs even better.
Trinity Asset Management Corporation provides discretionary asset management, retirement plan consulting, and portfolio monitoring for individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and other business entities. The firm constructs individualized portfolios using equities, fixed income, ETFs, options and other public and private securities, and it also offers participant education and periodic plan review for retirement-plan clients. The firm’s investment approach blends passive, index-based allocations with active trading and security selection, drawing on fundamental, technical, quantitative and cyclical analysis to inform decisions. The brochure discloses that the firm may use margin borrowing in client accounts and bills advisory fees on securities purchased on margin, a practice it identifies as creating a financial incentive to employ leverage. Distinctive items in the brochure include a Consent Order dated June 7, 2023, under which the firm refunded $15,393.18 to affected clients and paid a $5,000 penalty for charging advisory fees inconsistent with client agreements. The firm also operates on Fidelity’s institutional platform and routinely requests clients establish accounts there, and it recently reported a material change (filed March 25, 2025) that it no longer makes adjustments for deposits and withdrawals during the quarter.
To learn more about the advisors currently working at Trinity Asset Management Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 20
| |
Los Angeles, CA
| 30
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")