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Building 2TRIAD FINANCIAL ADVISORS, INC.

Map pinGREENSBORO, NC
Phone336-230-0071
NotebookSEC #801-80645
Total AUM
$863.1M
Employees
19
Clients
778

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3623 N. ELM STREET
SUITE 102
GREENSBORO
NC 27455
United States
Operating Hours
8:30 AM. - 5:30 P.M.
Monday - Friday
Phone
336-230-0071

ReceiptFinancials

Total AUM
$863.1M
Accounts
2,470
Discretionary
$842.5M
Accounts
2,372
Non-Discretionary
$20.6M
Accounts
98

ContactClients

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Individual Clients
455
AUM
$170.5M
HNW Individual Clients
321
AUM
$683.7M
Charitable Organization Clients
1
AUM
$278.2K
Corporation or Business Clients
1
AUM
$8.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEE FOR MONITORING 3RD PARTY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILLAMDNCNYPASCTXVA

HandshakeAffiliates

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

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