Trippon Wealth Management Group LLC is an adviser based in Houston. It manages $55.05 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.
Trippon Wealth Management Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trippon Wealth Management Group LLC is $55.05 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Trippon Wealth Management Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Trippon Wealth Management Group LLC performs its advisory services is located at 8955 Katy Freeway, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-661-1040 or by fax 713-669-0503. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tripponwealth.com.