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CRD#: 32458
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for TRI-STAR FINANCIAL Comes From
Understanding the Statistics for TRI-STAR FINANCIAL and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
3
Civil Event
1
FIRM INFORMATION
Established
Texas since 03/16/1992
Firm Type
Corporation
Fiscal year end
January
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TRI-STAR FINANCIAL
Walter Pachniuk
IAR
RR
CRD#: 1373103
Location:
Newtown, CT 06470
Company:
TRUSTMONT ADVISORY GROUP, INC.
Disclosures:
Experience:
41 years
Brennan William Fontana
IAR
CRD#: 5702742
Location:
San Diego, CA 92130
Company:
LIDO
Disclosures:
Experience:
7 years
Sean David Merlonghi
IAR
CRD#: 6146825
Location:
Lewes, DE 19958
Company:
DAKOTA WEALTH, LLC
Disclosures:
Experience:
13 years
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