Trinity Capital Management

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Trinity Capital Management — overview

Assets Under Management

Type

Wealth Manager

Location

Santa Barbara, CA, US

Alternative Asset Classes

-

About

Trinity Capital Management is a wealth manager and registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, legacy planning, education planning, estate planning, wealth transfer, portfolio management, investment management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses.

Trinity Capital Management - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
PresidentSanta Barbara, USGEN
Chief Investment OfficerSanta Barbara, USGEN
Wealth ManagerSanta Barbara, USGEN

Showing 3 of 3 known decision makers Trinity Capital Management

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