| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mark Marsh Control | Chief Compliance Officer | Under 5% | 2018 |
| Jeremiah J Lee Control | Chief Executive Officer | 25-50% | 2024 |
| Joseph Francis Lyons Control | Secretary | 10-25% | 2010 |
Tricord Advisors, Inc. reports $261.7 million in regulatory assets under management on its Form ADV.
Tricord Advisors, Inc. reports 5 employees.
Tricord Advisors, Inc. is based in Riverside, CA and has been SEC-registered since 2018.
Tricord Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $261.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $261.7M |