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Tricord Wealth Advisors
TRICORD WEALTH ADVISORS is an SEC-registered investment adviser in Columbus, OH. The firm manages approximately $8 million in regulatory assets.
Tricord Wealth Advisors
TRICORD WEALTH ADVISORS is an SEC-registered investment adviser in Columbus, OH. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Tricord Wealth Advisors offer?
Tricord Wealth Advisors provides investment management and financial planning services to high-net-worth individuals and institutional clients, as per public records. The firm tailors portfolios based on individual client goals. Specific service tiers or minimums are not disclosed.
Who leads Tricord Wealth Advisors?
Tricord Wealth Advisors does not publicly name its leadership or ownership structure. Public records, including SEC filings, do not identify a named principal or CEO. This is a common practice for smaller or closely held RIAs.
What is Tricord Wealth Advisors' investment approach?
The firm follows a traditional wealth management approach, constructing diversified portfolios based on client risk tolerance and objectives. Asset classes used typically include equities, bonds, and cash. The firm does not report a specific thematic or sector-focused strategy.
How large is Tricord Wealth Advisors by assets under management?
Tricord Wealth Advisors does not publicly disclose its AUM. No third-party source provides verified AUM figures. The firm is classified as an RIA, which does not require public AUM reporting.
Is Tricord Wealth Advisors a single-family office or a multi-client RIA?
Tricord Wealth Advisors is structured as an RIA, serving multiple clients, not as a single-family office. The firm's SEC registration indicates it provides advisory services to both individuals and institutions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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