TRISPERITY ADVISORS, LLC

KATY, Texas·2 registered advisors·CRD# 142438
SEC# 801-1137230281-395-1021
01

Firm Overview

AUM
$261M
Regulatory assets under management
Employees
2
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 TRISPERITY ADVISORS, LLC

2 registered advisors
Craig Scott Narum
KATY, Texas
Jeffrey Michael Mcculloch
KATY, Texas
05

Office Locations

KATY, Texas
2 advisors

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Data sourced from SEC Form ADV filings. TRISPERITY ADVISORS, LLC (CRD# 142438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.