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TRICORD ADVISORS, INC.
CRD 155749 · SEC 801-113764
6772 MAGNOLIA AVENUE, RIVERSIDE, CA, 92506, United States
Phone
951-684-7011
Fax
951-684-7021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.5M
Discretionary AUM
$431.5M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $32.5M |
| High net worth individuals | 290 | $374.8M |
| Pension/profit sharing plans | 13 | $11.8M |
| Charitable organizations | 1 | $1.8M |
| Corporations/business entities | 8 | $10.6M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD