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TRICORD ADVISORS, INC.
RIVERSIDE, CA
951-684-7011
SEC #801-72081Total AUM
$38M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6772 MAGNOLIA AVENUE
RIVERSIDE
CA 92506
United States
RIVERSIDE
CA 92506
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
951-684-7011
Financials
Total AUM
$38M
Accounts
302Discretionary
$38M
Accounts
302Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.