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Building 2TRICORD ADVISORS, INC.

Map pinRIVERSIDE, CA
Phone951-684-7011
NotebookSEC #801-113764
Total AUM
$431.5M
Employees
5
Clients
552

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6772 MAGNOLIA AVENUE
RIVERSIDE
CA 92506
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
951-684-7011

ReceiptFinancials

Total AUM
$431.5M
Accounts
1,377
Discretionary
$431.5M
Accounts
1,377
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
240
AUM
$32.5M
HNW Individual Clients
290
AUM
$374.8M
Pension/Profit Sharing Plan Clients
13
AUM
$11.8M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
8
AUM
$10.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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