Trident Advisors Inc.
Trident Advisors Inc. (CRD# 108920) is a financial advisory firm headquartered in Doylestown, PA. They manage $70,309,516 in 315 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$223,205
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Trident Advisors Inc.
1
Joseph Paul (CRD# 718203) is an Investment Advisor Representative working at Trident Advisors Inc. in Doylestown, PA and has over 41 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.