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TRIDENT ADVISORS INC
CRD 108920 · SEC 801-131929
76 EAST STATE ST., DOYLESTOWN, PA, 18901, United States
Phone
215-489-5383
Fax
215-489-5396
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.9M
Discretionary AUM
$110.1M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $48.0M |
| High net worth individuals | 28 | $68.5M |
| Charitable organizations | 1 | $396K |
States served
NJ, PA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD