T
$116.9M Total AUM
$110.1M Disc. AUM
-- 3Y CAGR
3 Employees
225 ADV. Clients
27 yrs Firm Age
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- Custodian
- First Clearing · State Street · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-1999
- Office Locations
- 1
Office Locations
76 East State St. Doylestown PA
About Trident Advisors INC
Trident Advisors Inc (Doylestown, PA) is an independent RIA focused on long-term, active portfolio construction and asset allocation for retail and institutional clients. The firm pairs financial planning with retirement-plan and insurance guidance, using ETFs alongside fixed income and mutual funds in client portfolios. Led by CEO/CCO Joseph Crawford Paul; custodians include State Street and First Clearing.
Team overview
66 AVG AGE
$116.9M AVG AUM / ADVISOR
$519.7K AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSEPH CRAWFORD PAUL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #718203
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,092,941 | $491,486 |
| Non-Discretionary | $6,849,947 | $3,424,974 |
| Total | $116,942,888 | $517,446 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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