Assets Under Management
$100.1M
Number of Clients
131
Number of Advisors
1
Average Client AUM
$764K
AUM per Advisor
$100.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trident Advisors offers discretionary and non-discretionary asset allocation and investment advisory services, tailoring portfolios to client needs. They invest in various securities, including stocks, bonds, mutual funds, and annuities. As of December 31, 2024, Trident manages approximately $94,188,332 in client assets on a discretionary basis and $5,959,820 in client assets on a non-discretionary basis.
76 East State St., Doylestown, PA, 18901