Investment adviser · CRD 141775

TRICOR ADVISORY SERVICES, LLC

Investment adviser filing (IA)

LAS VEGAS, NV, United States · Form ADV filed Dec 9, 2015

Regulatory AUM
$137M
Form ADV · Item 5.F
Client accounts
529
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 9, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10501 W GOWAN ROAD, SUITE 260
LAS VEGAS, NV, 89129, United States

CRD 141775

Filing source

Form ADV 961623 · Dec 9, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.