Trident Advisors Inc

RIASEC RegisteredEst. 2025

Total AUM

$117M

Discretionary

$110M

94% of AUM

Avg account

$517K

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: Doylestown, Pennsylvania
CRD number: 108920
Registered since: February 5, 2025
Website: tridentadvisors.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.59%
Individuals41.07%
Charitable Organizations0.34%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Trident Advisors Inc. is an independent registered investment adviser structured as a corporation and SEC-registered in 2025. The firm is privately owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, and it charges clients via a percentage-of-AUM model as well as fixed fees. Trident also maintains broker-dealer and insurance broker activities, which aligns with its use of insurance products in client portfolios. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.