TRICORD ADVISORS, INC.
CRD #155749 SEC #801-113764 RIVERSIDE, CA 951-684-7011
SEC Registered
Total AUM
$261.7M
Discretionary
$261.7M
Employees
5
Clients
26
Accounts
1,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $261.7M | $261.7M | $0 | 5 | 0 |
| Mar 2024 | $201.4M | $201.4M | $0 | 5 | 0 |
| Mar 2023 | $170.1M | $170.1M | $0 | 4 | 0 |
| Mar 2022 | $175.6M | $175.6M | $0 | 4 | 0 |
| May 2021 | $152.4M | $152.4M | $0 | 4 | 0 |
| Mar 2021 | $152.4M | $152.4M | $0 | 4 | 0 |
| Jun 2020 | $146.4M | $146.4M | $0 | 4 | 0 |
| Mar 2020 | $146.4M | $146.4M | $0 | 4 | 0 |
| Mar 2019 | $113.5M | $113.5M | $0 | 3 | 0 |
| Jun 2018 | $122.2M | $122.2M | $0 | 3 | 0 |
| Sep 2011 | $38M | $38M | $0 | 10 | -- |
| Aug 2011 | $38M | $38M | $0 | 10 | -- |
| May 2011 | $0 | $0 | $0 | 10 | -- |
| Apr 2011 | $0 | $0 | $0 | 10 | -- |
| Apr 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Jan 2011 | $0 | $0 | $0 | 10 | -- |
| Dec 2010 | $0 | $0 | $0 | 10 | -- |
DateApr 2025
Total AUM$261.7M
Discretionary$261.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--