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TRICORD WEALTH ADVISORS

FINANCIAL MANAGEMENT CONSULTANTS, INC.

CRD 119921

Visit website

5000 ARLINGTON CENTRE BLVD., SUITE 7162, COLUMBUS, OH, 43220, United States

Phone

614-436-1658

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$7.7M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals81$7.7M

All web addresses on file

Official SEC filing: View on IAPD