Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Trinity Financial Services, Inc.
Supported
Firm-wide stats for Trinity Financial Services, Inc.
Total advisors
2Clients per advisor
63 HighAvg AUM per client
$610,384 LowHNW client ratio
26% TypicalAbout
Trinity Financial Services serves individuals (including high-net-worth and non-HNW clients), businesses, pension and profit-sharing plans, and charitable organizations, providing discretionary asset management, financial planning (one-time and ongoing), ERISA retirement-plan advisory, and retirement-product management. The firm also sells annuities and insurance and delivers educational seminars and workshops to the public.
The firm manages assets through discretionary programs and documents client objectives in written forms, using fundamental and technical analysis along with systematic rebalancing, glide-path adjustments, tax-efficient liquidity management, and drawdown controls. Trinity operates a wrap-fee program for asset management and offers direct asset management for variable annuity and variable life products, while also providing participant education and ERISA 3(21) and 3(38) plan services.
Noteworthy differences from many peers include sponsoring a wrap fee program, holding no-fee public seminars and workshops, and principals who act as licensed insurance agents and registered representatives (including activity through Mutual Securities Inc.), which leads the firm to offer commissioned products alongside fee-based advisory services; these outside-business activities and the related conflicts are disclosed in the brochure. The firm manages approximately $91.5 million for about 125 clients with a small advisory team, reflecting a relatively concentrated advisor-to-AUM ratio.
Based on Trinity Financial Services, Inc.
Expertise
Based on Trinity Financial Services, Inc.
Location
Dallas TX
Advisors at this office
2
Advisors at this office
Jeffrey G
CFP®, Series 66
Dallas, TX
Trinity Financial Services, Inc.
Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.
Christian G
CFP®, Series 66
Dallas, TX
Trinity Financial Services, Inc.
Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.
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