Assets Under Management
$6.4M
Number of Clients
83
Number of Advisors
1
Average Client AUM
$77K
AUM per Advisor
$6.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tricord Wealth Advisors, led by Joseph D. Finneran, offers financial and business planning services, including investment advice. Joseph D. Finneran also sells securities and insurance products for commissions through World Choice Securities, Inc. and multiple insurance agencies.
5000 Arlington Centre Blvd., Suite 7162, Columbus, OH, 43220