This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-2000
- Office Locations
- 1
Office Locations
About Troika Investment Advisors, LLC
Troika Capital Advisors is a fee-only RIA headquartered in Atlanta serving professionals, entrepreneurs, and investors seeking a first plan or fresh perspective. The firm delivers financial planning and portfolio management, including retirement-plan implementation for small businesses. Portfolios commonly use ETFs and investment-grade fixed income, custodied at Charles Schwab. Led by Kyle Roney, with experience in HNW mandates and private equity capital raises.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LESLIE LAUB WHITE MS.
Owner, President
- CRD
- #4676640
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,869,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,869,893 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing