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Trident Advisors Inc

● SEC registered since 2025CRD 108920SEC# 801-131929Doylestown, PA
Export (members)
Reg. AUM
$100.1M
Employees
3
Accounts
262
Location
Doylestown, PA

Trident Advisors Inc assets under management

Trident Advisors Inc is an SEC-registered investment adviser based in Doylestown, PA. The firm has been registered since 2025. It reports $100.1 million in regulatory assets under management and employs 3 people.
www.tridentadvisors.comView on SEC.gov ↗

Trident Advisors Inc owners & executives

1 reported
NameTitleOwnershipSince
Joseph Crawford Paul ControlPresident/Ceo/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Trident Advisors Inc manage?

Trident Advisors Inc reports $100.1 million in regulatory assets under management on its Form ADV.

How many employees does Trident Advisors Inc have?

Trident Advisors Inc reports 3 employees.

Where is Trident Advisors Inc located?

Trident Advisors Inc is based in Doylestown, PA and has been SEC-registered since 2025.

Does Trident Advisors Inc disclose fund performance?

Trident Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address76 East State St., Doylestown, PA 18901
Phone215-489-5383
Fax215-489-5396
Office hours8:30 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.2M
Non-discretionary$6M
Total (RAUM)$100.1M