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RED TRIANGLE, LLC
CRD 147700
75 PORT CITY LNDG, SUITE 110, MT. PLEASANT, SC, 29464, United States
Phone
866-662-5742
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.0M
Discretionary AUM
$61.0M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $35.0M |
| High net worth individuals | 26 | $26.0M |
All web addresses on file
Official SEC filing: View on IAPD