Triathlon Investment Management LLC
Triathlon Investment Management LLC (CRD# 136850) is a financial advisory firm headquartered in , . They manage $1,027,284 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$205,457
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Simon Cassidy (CRD# 3181429) is an Investment Advisor Representative working at Triathlon Investment Management LLC in Atherton, CA and has over 17 years of experience in the finance industry.