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| Tricord Advisors Inc
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| |
|---|---|
| CRD # | 155749 |
| SEC # | 801-113764 |
| CIK # | |
| AUM | $201.4 MM (2024-03-28) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 951-684-7011 |
| Address | 6772 Magnolia Avenue Riverside, CA 92506 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 35.0 |
| (b) Individuals (high net worth individuals) | 145 | 161.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 910 | 201.4 |
| By Discretionary | ||
| Discretionary | 910 | 201.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 910 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.4 | |
| Total | 910 | 201.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bluepath Capital Management LLC
✚
|
GA | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Olistico Wealth LLC
✚
|
OK | 0.2 |
|
New Century Financial Group LLC
✚
|
NJ | 0.2 |
|
Avery Wealth Inc
✚
|
MI | 0.2 |
|
Retirement Financial Solutions LLC
✚
|
TN | 0.2 |
|
Barr Financial Services LLC
✚
|
FL | 0.2 |
|
an Exceptional Life Financial LLC
✚
|
IN | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |