T
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
0 Employees
15 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2005
- Office Locations
- 1
Office Locations
1275 Shiloh Rd. Suite 3030 Kennesaw GA
About Tricord Investment Advisors, Inc.
Tricord Investment Advisors, Inc. is a Marietta-based RIA. The firm has been operating for 20 years. Managing $6.5M in total assets under management, They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$433.3K AVG AUM / CLIENT
20.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
L
LAWRENCE JOSEPH MCDONALD JR
Founder, President
- CRD
- #2678618
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing