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Trinity Financial Services

Finance · San Mateo, California

FinancialFinance
San Mateo, California, United States7 employees$1.5M revenue
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Products & Services

FinancialFinanceFinancial Services

About Trinity Financial Services

Trinity Financial Services is a company based in San Mateo, California, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Trinity Financial Services is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (408) 8710202
Address
2 Clark Dr, San Mateo, California, 94401, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
7 (6-10)
Annual Revenue
$1.5M ($1M-$5M)

Trinity Financial Services: frequently asked questions

What does Trinity Financial Services do?

Trinity Financial Services is a company based in San Mateo, California, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Where is Trinity Financial Services located?

Trinity Financial Services is headquartered at 2 Clark Dr, San Mateo, California, 94401, United States.

How many employees does Trinity Financial Services have?

Trinity Financial Services has about 7 employees (the 6-10 range).

What is Trinity Financial Services's annual revenue?

Trinity Financial Services's annual revenue is estimated at $1.5M (the $1M-$5M range).

What industry is Trinity Financial Services in?

Trinity Financial Services is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Trinity Financial Services?

Its website is trinityfinancialsvcs.com and its phone number is +1 (408) 8710202.

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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