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).
Total Assets Under Management6MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$2,165,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 19 years of experience in the finance industry.