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Building 2TRIDENT ADVISORS INC

Map pinDOYLESTOWN, PA
Phone215-489-5383
NotebookSEC #801-131929
Total AUM
$116.9M
Employees
3
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
76 EAST STATE ST.
DOYLESTOWN
PA 18901
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
215-489-5383

ReceiptFinancials

Total AUM
$116.9M
Accounts
226
Discretionary
$110.1M
Accounts
224
Non-Discretionary
$6.8M
Accounts
2

ContactClients

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Individual Clients
196
AUM
$48M
HNW Individual Clients
28
AUM
$68.5M
Charitable Organization Clients
1
AUM
$395.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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