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Triad Advisors LLC
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CRD # | 25803 |
SEC # | 801-55518 |
CIK # | 0001722474, 0001925074 |
AUM | $1.1 BB (2024-07-03) |
Employees | 2,530 (4% Investors, 29% Brokers) |
Phone | 800-720-4003 |
Address | 2300 Windy Ridge Parkway Atlanta, GA 30339 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
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13F-NT | [0001722474] | |
13F-HR | [0001925074] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Momentum Independent Network Inc
✚
|
TX | 1.1 |
West Chester Capital Advisors Inc
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|
PA | 1.1 |
Acorn Financial Advisory Services Inc
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|
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 |