Triad Advisors
Financial Services • 
Peachtree Corners, Georgia, United States • 51-100 Employees
Company overview
| Headquarters | 5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092, US |
| Website | |
| NAICS | 52 |
| Keywords | Registered Investment Advisor, Service And Support, Independent Broker/Dealer, Total Wealth Management, Hybrid Ria, Hybrid Advisors, Supporting Independent Financial Professionals |
| Founded | 1998 |
| Employees | 51-100 |
Key Contact at Triad Advisors
Jeff Rosenthal
President and CEO
Triad Advisors Email Formats
Triad Advisors uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@triad-advisors.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@triad-advisors.com | 58.3% |
{first initial}.{last name} | j.doe@triad-advisors.com | 41.7% |
About Triad Advisors
At Triad Advisors, we understand your desire for independence and the freedom to make your own decisions for your own clients. That is why hundreds of independent financial professionals across the country have made Triad Advisors their broker/dealer partner. Our nourishing, personalized culture of service naturally attracts a diverse mix of successful financial professionals and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry as measured by growth in revenue, assets and production per advisor. With an extensive menu of products, technology systems and total wealth management solutions, we deliver the resources to help serve your clients and grow your business more efficiently and effectively. This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. Triad Advisors, LLC member FINRA/SIPC. Third-party comments may not be representative of all customer experiences. Please see website for full disclosures.
Triad Advisors revenue & valuation
| Annual revenue | $4,619,970 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Triad Advisors has 10 employees across 6 departments.
Departments
Number of employees
Funding Data
Triad Advisors has never raised funding before.
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