Tricord Advisors, Inc.
● SEC registered since 2018CRD 155749SEC# 801-113764Riverside, CA
Reg. AUM
$431.5M
Employees
5
Accounts
1,377
Location
Riverside, CA
Tricord Advisors, Inc. assets under management
Tricord Advisors, Inc. is an investment advisory firm registered with the SEC based in Riverside, CA. The firm has been registered since 2018. It reports $431.5 million in regulatory assets under management and employs 5 people.
Tricord Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mark Marsh Control | Chief Compliance Officer | Under 5% | 2018 |
| Jeremiah J Lee Control | Chief Executive Officer | 25-50% | 2024 |
| Laura Elizabeth Barkley Control | President | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Tricord Advisors, Inc. manage?
Tricord Advisors, Inc. reports $431.5 million in regulatory assets under management on its Form ADV.
How many employees does Tricord Advisors, Inc. have?
Tricord Advisors, Inc. reports 5 employees.
Where is Tricord Advisors, Inc. located?
Tricord Advisors, Inc. is based in Riverside, CA and has been SEC-registered since 2018.
Does Tricord Advisors, Inc. disclose fund performance?
Tricord Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6772 Magnolia Avenue, Riverside, CA 92506 |
| Phone | 951-684-7011 |
| Fax | 951-684-7021 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$431.5M▲ 65%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$431.5Mregulatory AUM
Discretionary $431.5M