Trident Advisors Inc.
Trident Advisors Inc. (CRD# 108920) is a financial advisory firm headquartered in Doylestown, PA. They manage $30,816,000 in 213 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts213ACCOUNTS
Average Account Value$144,676
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Joseph Paul (CRD# 718203) is an Investment Advisor Representative working at Trident Advisors Inc. in Doylestown, PA and has over 34 years of experience in the finance industry.