Triathlon Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 329350
- Website
- www.triathlonpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI95.41%
- Individuals3.89%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Triathlon Partners LLC is an independent, owner-operated wealth advisory firm organized as an LLC. The firm works with both individuals/families and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its service mix includes advisory relationships charged as a percentage of assets, hourly and fixed fees, and in some cases performance-based fees. Triathlon also operates as an insurance broker, which complements its use of annuity products within client portfolios. The firm does not emphasize ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Cash & Cash Equivalents28%
- Exchange Traded Equities12%
- Other7%
- US Government Bonds1%
Contacts
1 of 1
Ira Koyner
President and FounderCRD 4990096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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