Overview
Assets Under Management: $248 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 59
Average Client Assets: $2.4 million
Frequently Asked Questions
TRIBECA FINANCIAL, 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 #113245), TRIBECA FINANCIAL, LLC is subject to fiduciary duty under federal law.
TRIBECA FINANCIAL, LLC is headquartered in MESA, AZ.
TRIBECA FINANCIAL, LLC serves 59 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, TRIBECA FINANCIAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TRIBECA FINANCIAL, LLC manages $248 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, TRIBECA FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.91%
Average Client Assets: $2.4 million
Total Client Accounts: 574
Discretionary Accounts: 394
Non-Discretionary Accounts: 180
Regulatory Filings
CRD Number: 113245
Filing ID: 2073251
Last Filing Date: 2026-03-17 13:00:57