TRINITY CAPITAL MANAGEMENT, LLC

SANTA BARBARA, California·2 registered advisors·CRD# 143097
SEC# 801-675812805-963-0500
01

Firm Overview

AUM
$414M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRINITY CAPITAL MANAGEMENT, LLC

2 registered advisors
Andrew Yoon Bucher
SANTA BARBARA, California
Fredric Brian Fisher
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
2 advisors

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Data sourced from SEC Form ADV filings. TRINITY CAPITAL MANAGEMENT, LLC (CRD# 143097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.