Triathlon Partners LLC

RIAState Registered
Total AUM
$60.1M
Discretionary
$11.2M
19% of AUM
Avg account
$1M
Accounts
60
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329350
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI95.41%
  • Individuals3.89%
  • Corporations / Businesses0.71%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Triathlon Partners LLC is an independent, owner-operated wealth advisory firm organized as an LLC. The firm works with both individuals/families and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its service mix includes advisory relationships charged as a percentage of assets, hourly and fixed fees, and in some cases performance-based fees. Triathlon also operates as an insurance broker, which complements its use of annuity products within client portfolios. The firm does not emphasize ESG investing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Cash & Cash Equivalents 28%, Exchange Traded Equities 12%, Other 7%, US Government Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities12%
  • Other7%
  • US Government Bonds1%

Contacts

1 of 1
  • Ira Koyner

    Ira Koyner

    ​President and FounderCRD 4990096

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth