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William Dean Zerrusen

TRINITY INVESTMENT MANAGEMENT, LLC·FORT WORTH, Texas
Unclaimed Profile
201 MAIN STREET, FORT WORTH, TX 76102CRD# 5725018Firm CRD# 133873
01

About

William Dean Zerrusen is a registered financial advisor based in FORT WORTH, Texas, affiliated with TRINITY INVESTMENT MANAGEMENT, 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# 5725018
Firm CRD# 133873
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Dean Zerrusen offer?
William Dean Zerrusen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.
What are William Dean Zerrusen's credentials?
William Dean Zerrusen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Dean Zerrusen located?
William Dean Zerrusen is based in FORT WORTH, Texas, working with TRINITY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does William Dean Zerrusen charge for services?
William Dean Zerrusen'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 INVESTMENT MANAGEMENT, LLC?
TRINITY INVESTMENT MANAGEMENT, 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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Anthony James Loth — RAZ PROPERTY INVESTMENTS GP, LLCRyan William Horstman — VORTUS INVESTMENT ADVISORS, LLCCharles Collins Anderson — WINDGATE UC4K LLCKeith Frederick Williams — CRESTLINE MANAGEMENT, L.P.Smith Asher Brownlie — RAZ PROPERTY INVESTMENTS GP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
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