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Sanjay Chandra

TRINITY INVESTORS FUND ADVISORS, LLC·SOUTHLAKE, Texas
Clean recordTRINITY INVESTORS FUND ADVISORS, LLC
2102 E STATE HWY 114, SOUTHLAKE, TX 76092CRD# 5512809Firm CRD# 314603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sanjay Chandra · SOUTHLAKE, TX
Registration
CRD #5512809 · TRINITY INVESTORS FUND ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sanjay Chandra 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

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
04

Background

Compensation
Percentage of AUM
Other: PROJECT LEVEL CARRIED INTEREST
Regulatory
SEC/IARD CRD# 5512809
Firm CRD# 314603
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sanjay Chandra offer?
Sanjay Chandra specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Sanjay Chandra's credentials?
Sanjay Chandra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sanjay Chandra located?
Sanjay Chandra 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 Sanjay Chandra charge for services?
Sanjay Chandra'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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Other Advisors at TRINITY INVESTORS FUND ADVISORS, LLC

Daniel Shrigley Meader
SOUTHLAKE, TX

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