Troika Investment Advisors, LLC

Troika Investment Advisors, LLC (CRD# 127086) is a financial advisory firm headquartered in Hampton, CT. They manage $13,102,320 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 187, Hampton, CT 06247
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $451,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Troika Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leslie White, financial advisor Hampton CT
Leslie L. White
CRD#: 4676640
Hampton, CT

Leslie White (CRD# 4676640) is an Investment Advisor Representative working at Troika Investment Advisors, LLC in Hampton, CT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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