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Building 2TRICOR ADVISORY SERVICES, LLC

Map pinLAS VEGAS, NV
Phone702-254-1263
NotebookSEC #801-67209
Total AUM
$137.1M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10501 W GOWAN ROAD
SUITE 260
LAS VEGAS
NV 89129
United States
Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
702-254-1263

ReceiptFinancials

Total AUM
$137.1M
Accounts
529
Discretionary
$29M
Accounts
113
Non-Discretionary
$108.1M
Accounts
416

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
3RD PARTY MANAGER SELECTION THROUGH ENVESTNET
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
AKAZCACOFLHIIAIDINLAMAMDMIMTNJNVNYOHORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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