Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in Riverside, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Riverside, California