|
Triad Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 118583 |
| SEC # | 801-80645 |
| CIK # | |
| AUM | $627.9 MM (97% Disc, 100% US) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 336-230-0071 |
| Address | 3623 N Elm Street Greensboro, NC 27455 |
| Source |
IAPD
Website
LinkedIn
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Services Corporation
✚
|
GA | 0.6 |
|
PYA Waltman Capital LLC
✚
|
TN | 0.6 |
|
Opus Capital Group LLC
✚
|
OH | 0.6 |
|
Alera Investment Advisors LLC
✚
|
IL | 0.6 |
|
Xpyria Investment Advisors Inc
✚
|
PA | 0.6 |
|
SPC Financial Inc
✚
|
MD | 0.6 |
|
Personal CFO Solutions LLC
✚
|
NJ | 0.6 |
|
Moloney Securities Asset Management LLC
✚
|
MO | 0.6 |
|
Vista Analytics LLC
✚
|
TX | 0.6 |
|
Mariner Wealth Advisors-St Louis LLC
✚
|
KS | 0.6 |