Tricord Advisors, Inc.
Tricord Advisors, Inc. is an SEC-registered mass-market adviser in Riverside, CA with $431.5M assets under management (AUM, regulatory AUM), +65% over one year. See who owns Tricord Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155749, SEC 801-113764, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $431.5M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Riverside, CA
- Employees
- 5
- Clients
- 552
- CRD
- 155749
- Ownership
- LYONS, JOSEPH, FRANCIS; BARKLEY, RANDY, KING; MARSH, CHRISTOPHER, MARK; Lee, Jeremiah, J; BARKLEY, LAURA, ELIZABETH
How much AUM does Tricord Advisors, Inc. have?
Tricord Advisors, Inc. reported $431.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Tricord Advisors, Inc.?
Disclosed owners and executives of Tricord Advisors, Inc. include LYONS, JOSEPH, FRANCIS, BARKLEY, RANDY, KING, MARSH, CHRISTOPHER, MARK, Lee, Jeremiah, J, BARKLEY, LAURA, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.