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James Barry Evens

TRINITY WEALTH ADVISORS, L.L.C.·ST. LOUIS, Missouri
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132 W WASHINGTON AVE SUITE 200, ST. LOUIS, MO 63122CRD# 1818374Firm CRD# 109452
01

About

James Barry Evens is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with TRINITY WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRINITY WEALTH ADVISORS, L.L.C.
TRINITY WEALTH ADVISORS LLC
AUM
$257M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRINITY WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1818374
Firm CRD# 109452
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Barry Evens offer?
James Barry Evens specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are James Barry Evens's credentials?
James Barry Evens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Barry Evens located?
James Barry Evens is based in ST. LOUIS, Missouri, working with TRINITY WEALTH ADVISORS, L.L.C.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does James Barry Evens charge for services?
James Barry Evens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY WEALTH ADVISORS, L.L.C.?
TRINITY WEALTH ADVISORS, L.L.C. has approximately 7 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. LOUIS
Kelly Ann Richert — CLAYTON FINANCIAL GROUP, LLCTimothy Gerard Crowley — NLHMC III, LLCRichard Elias — WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCRichard David Link — EDWARD D. JONES & CO., L.P.Harold Rockwell Kroeger — TOWERHILL WEALTH MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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