Investment adviser · CRD 306431
TRIO ADVISORS, INC.
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 21, 2022
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,224 | $0 | Not reported |
| High-net-worth individuals | 2 | $0 | Not reported |
Filing source
Form ADV 1615518 · Mar 21, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 21, 2022. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
361 NEWBURY STREET, 5TH FLOORBOSTON, MA, 02115, United States
CRD 306431
Filing source
Form ADV 1615518 · Mar 21, 2022 · 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.