Triad Financial Advisors Inc

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Assets, Funds, Holdings

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Triad Financial Advisors Inc
CRD #118583
SEC #801-80645
CIK #
AUM $627.9 MM (97% Disc, 100% US)
Employees13 (100% Investors, 0% Brokers)
Phone336-230-0071
Address3623 N Elm Street
Greensboro, NC 27455
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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Opus Capital Group LLC
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Alera Investment Advisors LLC
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Xpyria Investment Advisors Inc
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SPC Financial Inc
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Personal CFO Solutions LLC
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Moloney Securities Asset Management LLC
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Vista Analytics LLC
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0.6
Mariner Wealth Advisors-St Louis LLC
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0.6