Triad Advisors LLC

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Assets, Funds, Holdings

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Triad Advisors LLC
CRD #25803
SEC #801-55518
CIK #0001722474, 0001925074
AUM $1.1 BB (2024-07-03)
Employees 2,530 (4% Investors, 29% Brokers)
Phone800-720-4003
Address2300 Windy Ridge Parkway
Atlanta, GA 30339
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 1.2
NVDA 399.6 0.9
MSFT 1,918.2 0.9
AMZN 1,093.0 0.5
GOOGL 1,475.1 0.3
GOOG 1,482.6 0.2
META 434.9 0.2
 
 
 
 
Holdings by Sector ($BB)
705642281402013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2,820 0.5
(b) Individuals (high net worth individuals) 239 0.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 162 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 26 0.0
(n) Other 0 0.0
Total 4,228 1.1
By Discretionary
Discretionary 2,946 0.7
Non-Discretionary 1,282 0.4
Total 4,228 1.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.1
Total 4,228 1.1
EDGAR Form CIK 2011 - 2024
13F-NT [0001722474]
13F-HR [0001925074]
Comparable Firms State AUM ($BB)
Momentum Independent Network Inc
TX 1.1
West Chester Capital Advisors Inc
PA 1.1
Acorn Financial Advisory Services Inc
VA 1.1
Triangle Securities Wealth Management Inc
NC 1.1
Charter Oak Capital Management LLC
NH 1.1
Retirement Investment Advisors Inc
OK 1.1
Isthmus Partners LLC
WI 1.1
Crewcial Partners LLC
NY 1.1
SHP Wealth Management LLC
MA 1.1
Lyell Wealth Management LP
CA 1.1
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