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| Triad Financial Advisors Inc
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| |
|---|---|
| CRD # | 118583 |
| SEC # | 801-80645 |
| CIK # | 0001722474, 0001925074 |
| AUM | $863.1 MM (2023-12-01) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 336-230-0071 |
| Address | 3623 N Elm Street Greensboro, NC 27455 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 170.5 |
| (b) Individuals (high net worth individuals) | 321 | 683.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 1 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,470 | 863.1 |
| By Discretionary | ||
| Discretionary | 2,372 | 842.5 |
| Non-Discretionary | 98 | 20.6 |
| Total | 2,470 | 863.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 863.1 | |
| Total | 2,470 | 863.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001722474] | |
| 13F-HR | [0001925074] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 0.9 |
|
WPWealth LLP
✚
|
TX | 0.9 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 0.9 |
|
Manchester Financial Inc
✚
|
CA | 0.9 |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
KWB Wealth
✚
|
CA | 0.9 |
|
Cooper/Haims Advisors LLC
✚
|
NY | 0.9 |
|
Insight Wealth Strategies LLC
✚
|
CA | 0.9 |