Tricord Investment Advisors, Inc.
Tricord Investment Advisors, Inc. (CRD# 131613) is a financial advisory firm headquartered in Marietta, GA. They manage $5,600,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tricord Investment Advisors, Inc.
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$207,407
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Tricord Investment Advisors, Inc.
1
Lawrence McDonald (CRD# 2678618) is an Investment Advisor Representative working at Tricord Investment Advisors, Inc. in Kennesaw, GA and has over 20 years of experience in the finance industry.
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