Sign in
Create a free account
TRIAD ADVISORS, LLC
ATLANTA, GA
800-720-4003
SEC #801-55518Total AUM
$1.1B
Employees
2,530Clients
3,253Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2300 WINDY RIDGE PARKWAY
SUITE 750
ATLANTA
GA 30339
United States
SUITE 750
ATLANTA
GA 30339
United States
Operating Hours
9:00AM-5:00PM EST
Monday - Friday
Monday - Friday
Phone
800-720-4003
Other Offices
80
Financials
Total AUM
$1.1B
Accounts
4,228Discretionary
$695M
Accounts
2,946Non-Discretionary
$411.2M
Accounts
1,282
Clients
Individual Clients
2,820AUM
$532.4M
HNW Individual Clients
239AUM
$513.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
162AUM
$45.8M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
26AUM
$14.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.