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| Happy Holidays!! thanks for using AUM13F!! |
| Tricord Advisors Inc
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|---|---|
| CRD # | 155749 |
| SEC # | 801-113764 |
| CIK # | |
| AUM | $261.7 M (2025-04-01) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 951-684-7011 |
| Address | 6772 Magnolia Avenue Riverside, CA 92506 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 43.8 |
| (b) Individuals (high net worth individuals) | 161 | 212.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,032 | 261.7 |
| By Discretionary | ||
| Discretionary | 1,032 | 261.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,032 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 1,032 | 261.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams & Novak Wealth Management LLC
✚
|
CA | 0.3 |
|
Mack Investment Securities Inc
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|
IL | 0.3 |
|
Northern Capital Retirement Services Inc
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WA | 0.3 |
|
Traction Financial Partners LLC
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WY | 0.3 |
|
Summit Group Retirement Planners Inc
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PA | 0.3 |
|
Stewardship Advisory Group LLC
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|
FL | 0.3 |
|
Magnate Advisory Services LLC
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|
KY | 0.3 |
|
Innovative Advisory Partners LLC
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|
TN | 0.3 |
|
Integrity Wealth LLC
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|
OR | 0.3 |
|
Guerra Advisors Inc
✚
|
FL | 0.3 |