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John Charles Mann

TRINITY WEALTH MANAGEMENT, LLC·BERWYN, Pennsylvania
Unclaimed Profile
899 CASSATT ROAD, BERWYN, PA 19312CRD# 4188154Firm CRD# 169216
01

About

John Charles Mann is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with TRINITY WEALTH MANAGEMENT, LLC. 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 MANAGEMENT, LLC
TRINITY WEALTH MANAGEMENT, LLC
AUM
$248M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRINITY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4188154
Firm CRD# 169216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Charles Mann offer?
John Charles Mann specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are John Charles Mann's credentials?
John Charles Mann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Mann located?
John Charles Mann is based in BERWYN, Pennsylvania, working with TRINITY WEALTH MANAGEMENT, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does John Charles Mann charge for services?
John Charles Mann'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 MANAGEMENT, LLC?
TRINITY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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