Unclaimed Profile

Brent Allen Bossart

TRINITAS CAPITAL MANAGEMENT, LLC·DALLAS, Texas

Clean recordTRINITAS CAPITAL MANAGEMENT, LLC

200 CRESCENT COURT, DALLAS, TX 75201-1834CRD# 6551820Firm CRD# 281328

Profile Verification

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

Identity

Brent Allen Bossart · DALLAS, TX

Registration

CRD #6551820 · TRINITAS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brent Allen Bossart is a registered financial advisor based in DALLAS, Texas, affiliated with TRINITAS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRINITAS CAPITAL MANAGEMENT, LLC

TRINITAS CAPITAL MANAGEMENT

AUM

$12.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRINITAS CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6551820

Firm CRD# 281328

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brent Allen Bossart offer?

Brent Allen Bossart specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Brent Allen Bossart's credentials?

Brent Allen Bossart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Allen Bossart located?

Brent Allen Bossart is based in DALLAS, Texas, working with TRINITAS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brent Allen Bossart charge for services?

Brent Allen Bossart'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 TRINITAS CAPITAL MANAGEMENT, LLC?

TRINITAS CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $12.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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