TRICORD ADVISORS, INC.

RIVERSIDE, California·5 registered advisors·CRD# 155749
SEC# 801-1137640951-684-7011
01

Firm Overview

AUM
$201M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRICORD ADVISORS, INC.

5 registered advisors
Christopher Mark Marsh
RIVERSIDE, California
Jeremiah J Lee
RIVERSIDE, California
Joseph Francis Lyons
RIVERSIDE, California
Laura Elizabeth Barkley
RIVERSIDE, California
Randy King Barkley
RIVERSIDE, California
05

Office Locations

RIVERSIDE, California
5 advisors

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Data sourced from SEC Form ADV filings. TRICORD ADVISORS, INC. (CRD# 155749) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.