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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2011
- Office Locations
- 1
Office Locations
About Tricord Advisors, Inc.
TriCord Advisors is a Riverside, CA fiduciary, fee-based RIA providing holistic financial planning and investment management, with specialized support for retirement wealth management and planning for widows and survivors. The team includes five CFP professionals and a dedicated client services group. Portfolios are predominantly ETF-based, and the firm discloses that commissions are rare (under 0.6% of revenue); custody includes Charles Schwab.
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Owner & Executives
LAURA ELIZABETH BARKLEY
President
- CRD
- #4979964
- Ownership
- 50% but less than 75%
Jeremiah J Lee
Chief Executive Officer, Principal
- CRD
- #7271911
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Lesley Garduno Hernandez
--
- CRD
- #8052870
JOSEPH FRANCIS LYONS JR
Chief Investment Officer
- CRD
- #5256117
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,532,037 | $313,386 |
| Non-Discretionary | $0 | -- |
| Total | $431,532,037 | $313,386 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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