Mandate & appetite
- Preferred strategies
- CoreValue Add
- Target geographies
- —
- Typical ticket
- —
- AUM
- $1.1bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Triune Financial Partners, LLC, located in the United States, is a Registered Investment Adviser specializing in flat fee financial planning and wealth management, with a focus on 401(k) services tailored for veterinarians. The firm actively manages over $1 billion in client assets, emphasizing comprehensive financial strategies for individuals.
Unlock mandates & allocation signals
See Triune Financial Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Other
Tribridge Partners Financial
Columbia, United States
Located in Columbia, MD, Tribridge Partners Financial LLC is an independent Registered Investment Adviser specializing in comprehensive wealth management, retirement planning, and tailored portfolio strategies across various asset classes, including equities and alternatives.
Other
Trinity Investors
Southlake, United States
Trinity Investors is a private equity firm that invests in real estate and operating companies. They focus on providing capital to projects and businesses with the potential for attractive risk-adjusted returns.
Other
Tripost Capital Partners
New York, United States
Founded in 2014 and based in the United States, TriPost Capital Partners is a Registered Investment Adviser that specializes in private equity investments in real estate companies across more than 40 states.
Other
Triten Real Estate Partners
Houston, United States
Triten Real Estate Partners is a real estate investment and development firm specializing in industrial and mixed-use projects across the U.S.
Other
Trinity Capital Advisors
Charlotte, United States
Trinity Capital Advisors is a commercial real estate firm specializing in the acquisition and development of institutional-quality properties in the southeastern U.S.
Other
Total Wealth Planning
Cincinnati, United States
Total Wealth Planning, LLC is a registered investment adviser based in the United States, specializing in personalized investment management and comprehensive financial planning. Utilizing Modern Portfolio Theory, they focus on creating diversified portfolios across multiple asset classes, aiming for risk reduction and wealth creation for a range of clients including families and business owners.