TRIDENT ADVISORS INC
CRD #108920 SEC #801-131929 DOYLESTOWN, PA 215-489-5383
SEC Registered
Total AUM
$100.1M
Discretionary
$94.2M
Employees
3
Clients
--
Accounts
262
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| PAUL, JOSEPH, CRAWFORD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| BICKLEY, JAMES, EDWARD | I | CHAIRMAN | C | Control |
| PAUL, JOSEPH, C | I | PRESIDENT/CEO | C | Control |
| SIMONS, GILBERT, STEVENS | I | MANAGING DIRECTOR | B | |
| WOYTEK, DONNA, MATLACK | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (2)
NJ PA
Address
76 EAST STATE ST.DOYLESTOWN, PA 18901
United States
Phone: 215-489-5383