Trident Advisors LLC

Overview

Trident Advisors LLC is a limited liability company that serves individual and family clients with financial planning and portfolio management services. The firm describes itself as a capital allocator and reports using a fee structure that includes a percentage-of-AUM component alongside other fee arrangements. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, and the firm is affiliated with a broker-dealer. Trident does not identify as an active ESG investor. Filings indicate the firm is not registered as a multi-state adviser; ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives