TRICORD ADVISORS, INC.
Riverside, CA
AUM
$431.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-684-7011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
THE LEONARD FINANCIAL GROUP, LLC
Riverside, CA
AUM
$47.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-781-7320
HIGHER IMPACT FINANCIAL, LLC
Riverside, CA
AUM
$9.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(951) 381-0898
C FINANCIAL AND TAX ASSOCIATES
Riverside, CA
AUM
$10.9M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
951-688-1800
Full profileNo website
HUIDONG SECURITIES INVESTMENT CO., LTD
Riverside, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
332-205-5296
Full profileNo website