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Tricord Advisors, Inc. CRD 155749
$432M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6772 Magnolia Avenue, Riverside, CA 92506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tricord Advisors, Inc. | Riverside | CA | 01/2020 | Present |
| Best Best & Kreiger Llp | Riverside | CA | 01/2013 | 12/2019 |
I am the sole owner, director, officer, and employee of TriCord Legal Services, Inc. which is a non investment-related law firm providing estate planning and business related legal services. TriCord Legal Services, Inc. is located at 6772 Magnolia Ave. Riverside California 92506 and my relationship began January 1, 2020 when the company was formed. I devote approximately 4 hours per week to the operations of TriCord Legal Services, Inc. and of those hours approximately 2 hours are during trading hours. My duties are to oversee operations and provide legal services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-06 |
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