Triad Financial Advisors, Inc.

Triad Financial Advisors, Inc.

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3623 N. Elm Street Suite 102

Greensboro, NC 27455

336-230-0071

triadfa.com

No. advisers: 13

AUM: $627,916,263

Asset Breakdown

Staff
Employees 13
Clients
High-net-worth individuals 26-50%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $608,368,411 1,904 $319,521
Non-discretionary 19547852 114 $171,472
Total $627,916,263 2,018 $311,158

Financial education to stoke wealth creation for diverse groups

September 18, 2018 - Growing up in Washington, D.C., Keith Beverly felt he was given opportunities that others weren't. He was recruited by the Maret School, a prestigious private school, and attended on a needs-based scholarship. His single mother worked two jobs — as...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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