Overview
Assets Under Management: $1.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 239
Average Client Assets: $2.1 million
Frequently Asked Questions
TRIAD ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #25803), TRIAD ADVISORS, LLC is subject to fiduciary duty under federal law.
TRIAD ADVISORS, LLC is headquartered in ATLANTA, GA.
TRIAD ADVISORS, LLC serves 239 high-net-worth clients according to their SEC filing dated July 03, 2024. View client details ↓
According to their SEC Form ADV, TRIAD ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRIAD ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated July 03, 2024.
According to their SEC Form ADV, TRIAD ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 239
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.41%
Average Client Assets: $2.1 million
Total Client Accounts: 4,228
Discretionary Accounts: 2,946
Non-Discretionary Accounts: 1,282
Regulatory Filings
CRD Number: 25803
Filing ID: 1877646
Last Filing Date: 2024-07-03 15:55:00