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John Allen Chalk

TRINITY PORTFOLIO ADVISORS, LLC·SOUTHLAKE, Texas
Unclaimed Profile
121 COUNTRYSIDE COURT, SOUTHLAKE, TX 76092CRD# 4266208Firm CRD# 151721
01

About

John Allen Chalk is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with TRINITY PORTFOLIO ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
TRINITY PORTFOLIO ADVISORS, LLC
TRINITY PORTFOLIO ADVISORS, LLC
AUM
$453M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TRINITY PORTFOLIO ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4266208
Firm CRD# 151721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Allen Chalk offer?
John Allen Chalk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHLAKE, Texas for a consultation.
What are John Allen Chalk's credentials?
John Allen Chalk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Allen Chalk located?
John Allen Chalk is based in SOUTHLAKE, Texas, working with TRINITY PORTFOLIO ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does John Allen Chalk charge for services?
John Allen Chalk's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY PORTFOLIO ADVISORS, LLC?
TRINITY PORTFOLIO ADVISORS, LLC has approximately 12 employees and manages $453M 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
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