$248.3M Total AUM
$180.2M Disc. AUM
-- 3Y CAGR
6 Employees
248 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-27-2001
- Office Locations
- 4
Office Locations
1635 North Greenfield Road Suite 115 Mesa AZ
2812 N. Norwalk STE 103 Mesa AZ
3254 E Cactus Road Pheonix AZ
About Tribeca Financial, LLC
Tribeca Financial, LLC is a Mesa-based RIA with 4 offices. The firm has been operating for 25 years. Managing $248.3M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
44 AVG AGE
$49.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RYAN J RICEDORFF
Chief Compliance Officer, President
- CRD
- #4547584
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHASON GLENN HAWKINS
Investment Advisor Representative, Partner
- CRD
- #4491081
Available
Available
Available
CHRISTOPHER MURPHY RICH
Owner
- CRD
- #2257263
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,189,593 | $457,334 |
| Non-Discretionary | $68,131,794 | $378,510 |
| Total | $248,321,387 | $432,616 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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