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Home > Retirement Planners > california > riverside > TRICORD ADVISORS, INC.
TRICORD ADVISORS, INC.
6772 Magnolia Avenue
Riverside, California 92506
Tel: 951-684-7011
About TRICORD ADVISORS, INC.
TRICORD ADVISORS, INC, formally registered with the SEC as TRICORD ADVISORS, INC. The firm was established in 07/27/2018. They have over 1 offices throughout the country.
TRICORD ADVISORS, INC. is a Riverside, California based Financial Planning firm with nearly $201,402,185 assets under management, offering retirement planning & investment advisory services to 910 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155749 |
| SEC# | 801-113764 |
| Assets Managed by Firm | $201,402,185 |
| No. of Clients | 910 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 910 | $201,402,185 |
| Individuals (other than high net worth individuals) | 258 | $35,016,933 |
| High net worth individuals | 145 | $161,551,160 |
| Charitable organizations | 3 | $2,558,581 |
| Corporations or other businesses | 3 | $2,275,511 |
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