TRICORD ADVISORS, INC.
SEC RegisteredYour life is too important to go it alone…
About the firm
TriCord Advisors offers a pathway to a successful financial future, and along the way offers guideposts to help keep you on track towards your personal and professional goals. The firm has a fiduciary commitment to clients and operates as a fee-based advisor, with compensation primarily received from client fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
TriCord Advisors offers holistic financial planning, investment management, retirement planning, estate planning and legal services, tax planning and risk management, and financial planning for widows and survivors. Tax planning services include review of tax returns, planned giving strategies, and guidance on 1031 exchanges.
Who they serve
Business owners, individuals planning for retirement, and widows and survivors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 240 | $33M |
| High Net Worth Individuals | 290 | $375M |
| Charitable Organizations | 13 | $12M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRICORD ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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