|
⚲
|
| Trident Advisors Inc
✚
|
|
|---|---|
| CRD # | 108920 |
| SEC # | 801-131929 |
| CIK # | |
| AUM | $100.1 M (2025-02-14) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 215-489-5383 |
| Address | 76 East State St Doylestown, PA 18901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 26.2 |
| (b) Individuals (high net worth individuals) | 29 | 73.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 262 | 100.1 |
| By Discretionary | ||
| Discretionary | 259 | 94.2 |
| Non-Discretionary | 3 | 6.0 |
| Total | 262 | 100.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.1 | |
| Total | 262 | 100.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Burne Financial Concepts LLC
✚
|
CT | 0.1 |
|
Wealth Engagement LLC
✚
|
GA | 0.1 |
|
The Quick Group LLC
✚
|
NY | 0.1 |
|
Rooted Financial Group LLC
✚
|
OR | 0.1 |
|
Benchmark Financial LLC
✚
|
DE | 0.1 |
|
Needham R B Advisory Corp
✚
|
MA | 0.1 |
|
Truadvisors Financial LLC
✚
|
FL | 0.1 |
|
Berkeley Capital Management LLC
✚
|
KS | 0.1 |
|
Gilbert Financial LLC
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |