Tri-star Advisors, Inc.
Tri-star Advisors, Inc. is an SEC-registered ria with $55.5M assets under management (AUM, regulatory AUM), -84% over one year. See who owns Tri-star Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149760, data through 2023-06-12.
- AUM (assets under management / regulatory AUM)
- $55.5M (2023-06-12)
- Firm type
- Ria
- Employees
- 4
- Clients
- 74
- CRD
- 149760
- Ownership
- PAYNE, WILLIAM, THOMAS; DURHAM, KELLY; MCKEON, CRYSTAL, ALLISON; VAUGHAN, JON, CARTER; PAYNE, THOMAS, LEE
How much AUM does Tri-star Advisors, Inc. have?
Tri-star Advisors, Inc. reported $55.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-06-12).
Who owns Tri-star Advisors, Inc.?
Disclosed owners and executives of Tri-star Advisors, Inc. include PAYNE, WILLIAM, THOMAS, DURHAM, KELLY, MCKEON, CRYSTAL, ALLISON, VAUGHAN, JON, CARTER, PAYNE, THOMAS, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.