$27.3M Total AUM
$27.3M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2024
- Office Locations
- 1
Office Locations
1500 Colony Circle Longview TX
About Trio Advisors Longview LLC
Trio Advisors is a Texas-registered RIA providing integrated tax, bookkeeping, financial planning, and investment management for individuals and businesses. The firm emphasizes fiduciary, long-term, tax-efficient portfolio and retirement plan design, with in-house CPAs and CFPs coordinating across planning and implementation; tax and business services are delivered through affiliated Trio Finance LLC.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$440.3K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Owner & Executives
E
Erik Neil Drewry
Managing Member, Owner
- CRD
- #7374505
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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