AdvisorOS Directory
Claim Profile
LH

Leslie Heidt

TRINITY FIDUCIARY PARTNERS, LLC·ARLINGTON, Texas
Unclaimed Profile
325 S. MESQUITE STREET, ARLINGTON, TX 76010CRD# 5466859Firm CRD# 133873
01

About

Leslie Heidt is a registered financial advisor based in ARLINGTON, Texas, affiliated with TRINITY FIDUCIARY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TRINITY INVESTMENT MANAGEMENT, LLC
TRINITY INVESTMENT MANAGEMENT, LLC
AUM
$115M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRINITY INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5466859
Firm CRD# 133873
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ARLINGTON?

Browse all registered financial advisors in ARLINGTON, Texas or claim this profile if it's yours.

Browse ARLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Leslie Heidt offer?
Leslie Heidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Texas for a consultation.
What are Leslie Heidt's credentials?
Leslie Heidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Heidt located?
Leslie Heidt is based in ARLINGTON, Texas, working with TRINITY FIDUCIARY PARTNERS, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Leslie Heidt charge for services?
Leslie Heidt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY FIDUCIARY PARTNERS, LLC?
TRINITY FIDUCIARY PARTNERS, LLC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ARLINGTON
Orlando Thill Hudson — PARKSTONE WEALTH MANAGEMENT, LLCChester Alan Straily — PARKSTONE WEALTH MANAGEMENT, LLCEdgar J Wyngaarde — THE CAPITAL CHART ROOM, LTDCarmen Elizabeth Fahy — TRINITY FIDUCIARY PARTNERS, LLCCheryl Fuller Quisenberry — PARKSTONE WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile