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TRIO ADVISORS, INC.
646-529-1495
SEC #801-79675Total AUM
$47.1M
Employees
2Clients
4Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
646-529-1495
Financials
Total AUM
$47.1M
Accounts
12Discretionary
$47.1M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$47.1M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.