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Jeffrey Scott Barry

TRINITY FUND ADVISORS LLC·HONOLULU, Hawaii
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55 MERCHANT STREET, HONOLULU, HI 96813CRD# 7280931Firm CRD# 310217
01

About

Jeffrey Scott Barry is a registered financial advisor based in HONOLULU, Hawaii, affiliated with TRINITY FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRINITY FUND ADVISORS LLC
TRINITY FUND ADVISORS LLC
AUM
$627M
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at TRINITY FUND ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7280931
Firm CRD# 310217
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Barry offer?
Jeffrey Scott Barry specializes in Retirement Planning. Contact their office in HONOLULU, Hawaii for a consultation.
What are Jeffrey Scott Barry's credentials?
Jeffrey Scott Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Barry located?
Jeffrey Scott Barry is based in HONOLULU, Hawaii, working with TRINITY FUND ADVISORS LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Jeffrey Scott Barry charge for services?
Jeffrey Scott Barry's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY FUND ADVISORS LLC?
TRINITY FUND ADVISORS LLC has approximately 35 employees and manages $627M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Hawaii
KAILUA-KONA (3)PUKALAMI (2)KULA (1)KIHEI (1)
City Guides
KAILUA-KONA GuidePUKALAMI GuideKULA GuideKIHEI Guide
Research
Advisor Fees in HawaiiNational Fee Analysis
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