Overview
Assets Under Management: $117 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 28
Average Client Assets: $2.4 million
Frequently Asked Questions
TRIDENT 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 #108920), TRIDENT ADVISORS INC is subject to fiduciary duty under federal law.
TRIDENT ADVISORS INC is headquartered in DOYLESTOWN, PA.
TRIDENT ADVISORS INC serves 28 high-net-worth clients according to their SEC filing dated January 15, 2026. View client details ↓
According to their SEC Form ADV, TRIDENT ADVISORS INC offers portfolio management for individuals. View all service details ↓
TRIDENT ADVISORS INC manages $117 million in client assets according to their SEC filing dated January 15, 2026.
According to their SEC Form ADV, TRIDENT ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.59%
Average Client Assets: $2.4 million
Total Client Accounts: 226
Discretionary Accounts: 224
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108920
Filing ID: 2041326
Last Filing Date: 2026-01-15 15:47:21