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Daniel Shrigley Meader

TRINITY INVESTORS FUND ADVISORS, LLC·SOUTHLAKE, Texas
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2102 E STATE HWY 114, SOUTHLAKE, TX 76092CRD# 4789581Firm CRD# 314603
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About

Daniel Shrigley Meader is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with TRINITY INVESTORS FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
TRINITY INVESTORS FUND ADVISORS, LLC
TRINITY INVESTORS FUND ADVISORS, LLC
AUM
$492M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRINITY INVESTORS FUND ADVISORS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Other: PROJECT LEVEL CARRIED INTEREST
Regulatory
SEC/IARD CRD# 4789581
Firm CRD# 314603
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Shrigley Meader offer?
Daniel Shrigley Meader specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Daniel Shrigley Meader's credentials?
Daniel Shrigley Meader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Shrigley Meader located?
Daniel Shrigley Meader is based in SOUTHLAKE, Texas, working with TRINITY INVESTORS FUND ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Daniel Shrigley Meader charge for services?
Daniel Shrigley Meader's firm is compensated through percentage of aum, other: project level carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY INVESTORS FUND ADVISORS, LLC?
TRINITY INVESTORS FUND ADVISORS, LLC has approximately 4 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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