Overview
Assets Under Management: $863 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 321
Average Client Assets: $2.1 million
Frequently Asked Questions
TRIAD FINANCIAL ADVISORS, INC. 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 #118583), TRIAD FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
TRIAD FINANCIAL ADVISORS, INC. is headquartered in GREENSBORO, NC.
TRIAD FINANCIAL ADVISORS, INC. serves 321 high-net-worth clients according to their SEC filing dated December 01, 2023. View client details ↓
According to their SEC Form ADV, TRIAD FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRIAD FINANCIAL ADVISORS, INC. manages $863 million in client assets according to their SEC filing dated December 01, 2023.
According to their SEC Form ADV, TRIAD FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.21%
Average Client Assets: $2.1 million
Total Client Accounts: 2,470
Discretionary Accounts: 2,372
Non-Discretionary Accounts: 98
Regulatory Filings
CRD Number: 118583
Filing ID: 1803438
Last Filing Date: 2023-12-01 12:53:00