Unclaimed Profile

Leslie Heidt

TRINITY FIDUCIARY PARTNERS, LLC·ARLINGTON, Texas

Clean recordTRINITY FIDUCIARY PARTNERS, LLC

325 S. MESQUITE STREET, ARLINGTON, TX 76010CRD# 5466859Firm CRD# 133873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leslie Heidt · ARLINGTON, TX

Registration

CRD #5466859 · TRINITY FIDUCIARY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRINITY INVESTMENT MANAGEMENT, LLC

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRINITY INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5466859

Firm CRD# 133873

View on FINRA BrokerCheck →

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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.

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