Trio Advisors, Inc.
CRD 171291SEC# 801-79675
No longer SEC-registered. Trio Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$47.1M
Employees
2
Accounts
12
Location
—
Trio Advisors, Inc. assets under management
Trio Advisors, Inc. is a registered investment adviser overseen by the SEC. It reports $47.1 million in regulatory assets under management and employs 2 people.
Trio Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nancy Abraham Control | President, Chief Excutive Officer, Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Trio Advisors, Inc. manage?
Trio Advisors, Inc. reports $47.1 million in regulatory assets under management on its Form ADV.
How many employees does Trio Advisors, Inc. have?
Trio Advisors, Inc. reports 2 employees.
Does Trio Advisors, Inc. disclose fund performance?
Trio Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$47.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$47.1Mregulatory AUM
Discretionary $47.1M