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Nishan Ohannes Partamian

Trinity Asset Management Co.

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About Nishan Ohannes Partamian

Nishan Ohannes Partamian is a Registered Representative and Investment Advisor Representative, currently associated with Trinity Asset Management Co. Nishan has over 25 years of experience in the financial services industry and has held previous positions with MARKS, MCBROOM SECURITIES, INC. and FIRST UNION SECURITIES FINANCIAL NETWORK, INC.. Nishan holds the Series 63, 65, and 7 licenses and is registered in California.

Firm Information

Nishan Partamian is currently registered with Trinity Asset Management Co.. Trinity Asset Management Co. is an investment advisor with two investment adviser representatives, managing approximately $89.96 million in regulatory assets under management. They offer portfolio management for individuals and businesses, as well as pension consulting. The firm primarily serves high-net-worth individuals (108 clients) and charitable organizations (assets under management: $4.31 million).

$89.96M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nishan Partamian’s Registration & Firm History

CA

01/16/2025 - Present

Trinity Asset Management Co. (LOS ANGELES CA)

CA

07/03/2001 - 12/02/2003

MARKS, MCBROOM SECURITIES, INC. (LOS ANGELES, CA)

MO

02/15/1996 - 09/05/2001

FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nishan Ohannes Partamian. Review regulatory record here.
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