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Tricord Wealth Advisors
TRICORD WEALTH ADVISORS is a state-registered investment adviser in Columbus, OH. The firm manages approximately $8 million in regulatory assets.
Overview
TRICORD WEALTH ADVISORS is a state-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
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.
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.
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