Trident Advisors Inc
Trident Advisors Inc is an SEC-registered mass-market adviser in Doylestown, PA with $116.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Trident Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108920, SEC 801-131929, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $116.9M (2026-01-15)
- Firm type
- Mass-Market Adviser
- Location
- Doylestown, PA
- Employees
- 3
- Clients
- 225
- CRD
- 108920
- Ownership
- SIMONS, GILBERT, STEVENS; PAUL, JOSEPH, CRAWFORD; BICKLEY, JAMES, EDWARD; PAUL, JOSEPH, C; WOYTEK, DONNA, MATLACK
How much AUM does Trident Advisors Inc have?
Trident Advisors Inc reported $116.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Trident Advisors Inc?
Disclosed owners and executives of Trident Advisors Inc include SIMONS, GILBERT, STEVENS, PAUL, JOSEPH, CRAWFORD, BICKLEY, JAMES, EDWARD, PAUL, JOSEPH, C, WOYTEK, DONNA, MATLACK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.