TRICORD INVESTMENT ADVISORS, INC.

TRICORD INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 131613). Regulatory assets under management: $6.5M.

Registration

• CRD: 131613
• Type: Registered investment adviser
• Phone: 404-890-5588
• Latest filing: 2026-07-07
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131613 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search