Triathlon Investment Management LLC

Triathlon Investment Management LLC (CRD# 136850) is a financial advisory firm headquartered in , . They manage $6,497,140 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $2,165,713
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
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.

CA

Financial Advisors at Triathlon Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Simon M. Cassidy
CRD#: 3181429
Atherton, CA
93
Wealthminder
score

Simon Cassidy (CRD# 3181429) is an Investment Advisor Representative working at Triathlon Investment Management LLC in Atherton, CA and has over 19 years of experience in the finance industry.

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