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

Accounts

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.

View on SEC.gov ↗

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

Assets under management

Discretionary	$47.1M
Non-discretionary	$0
Total (RAUM)	$47.1M