Red Triangle, LLC

Red Triangle, LLC (CRD# 147700) is a financial advisory firm headquartered in Charleston, SC. They manage $35,700,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $178,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, SC

Financial Advisors at Red Triangle, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Helen C. Berenyi
CRD#: 2747518
210 Coming, Suite C, Charleston, SC 29403
93
Wealthminder
score

Helen Berenyi (CRD# 2747518) is an Investment Advisor Representative working at Red Triangle, LLC in Charleston, SC and has over 19 years of experience in the finance industry.

2
Darrin S. Cohen
CRD#: 2488435
210 Coming, Suite C, Charleston, SC 29403
93
Wealthminder
score

Darrin Cohen (CRD# 2488435) is an Investment Advisor Representative working at Red Triangle, LLC in Charleston, SC and has over 22 years of experience in the finance industry.

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