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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trifound Advisory LLC
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|---|---|
| CRD # | 307270 |
| SEC # | 801-132579 |
| CIK # | |
| AUM | $115.1 M (2025-03-28) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 774-874-3686 |
| Address | 107 W Michigan Ave Kalamazoo, MI 49007 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 672 | 91.1 |
| (b) Individuals (high net worth individuals) | 9 | 23.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,850 | 115.1 |
| By Discretionary | ||
| Discretionary | 1,850 | 115.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,850 | 115.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.1 | |
| Total | 1,850 | 115.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |
|
Entrust Investment Services Inc
✚
|
CA | 0.1 |
|
Kaltbaum Capital Management LLC
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|
0.1 | |
|
Arthur Stein Financial LLC
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|
MD | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
East Rock Financial Services LLC
✚
|
0.1 | |
|
Peak Financial Consulting Inc
✚
|
MN | 0.1 |
|
GRP Financial Services LLC
✚
|
ME | 0.1 |