TRICAPITAL ADVISORS INC

NORTH BETHESDA, Maryland·3 registered advisors·CRD# 109224
SEC# 801-55933301-231-8181
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRICAPITAL ADVISORS INC

3 registered advisors
Jan Amie Soldinger Campbell
NORTH BETHESDA, Maryland
Mark Elliot Schwartz
NORTH BETHESDA, Maryland
Robert Nmi Lopinto
NORTH BETHESDA, Maryland
05

Office Locations

NORTH BETHESDA, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. TRICAPITAL ADVISORS INC (CRD# 109224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.