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Jeremiah J Lee

TRICORD ADVISORS, INC.·RIVERSIDE, California
Unclaimed Profile
6772 MAGNOLIA AVENUE, RIVERSIDE, CA 92506CRD# 7271911Firm CRD# 155749
01

About

Jeremiah J Lee is a registered financial advisor based in RIVERSIDE, California, affiliated with TRICORD ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRICORD ADVISORS, INC.
TRICORD ADVISORS, INC.
AUM
$201M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TRICORD ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7271911
Firm CRD# 155749
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremiah J Lee offer?
Jeremiah J Lee specializes in Financial Planning, Investment Management. Contact their office in RIVERSIDE, California for a consultation.
What are Jeremiah J Lee's credentials?
Jeremiah J Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremiah J Lee located?
Jeremiah J Lee is based in RIVERSIDE, California, working with TRICORD ADVISORS, INC.. Their office serves clients in the RIVERSIDE metropolitan area and surrounding communities.
How does Jeremiah J Lee charge for services?
Jeremiah J Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRICORD ADVISORS, INC.?
TRICORD ADVISORS, INC. has approximately 5 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RIVERSIDE
Karl L. Hicks — THE LEONARD FINANCIAL GROUP, LLCVernon Trenniss Hall — THE LEONARD FINANCIAL GROUP, LLCJames Daley Roorda — INDEPENDENT FINANCIAL ADVISORS LLCRichard Douglas Piquet — INDEPENDENT FINANCIAL ADVISORS LLCRobert M. Bessee — INDEPENDENT FINANCIAL ADVISORS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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