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TRICORD ADVISORS, INC.

Tel: 951-684-7011
6772 Magnolia Avenue
Riverside, California  92506

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TRICORD ADVISORS, INC.

TRICORD ADVISORS, INC. is a Riverside, California based financial advisory firm with nearly $201,402,185 in assets under management and provides investment advisory services for 910 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

155749

SEC#:

801-113764

No. of Clients:

910

Assets under Management

$201,402,185

No. of Advisors:

5

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