TriCord Advisors
Financial Services • 
Riverside, California, United States • 11-20 Employees
Company overview
| Headquarters | 6772 Magnolia Ave, Riverside, CA 92506, US |
| Phone number | +19516847011 |
| Websites | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Investment Management, Legacy Planning |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contact at TriCord Advisors
Jeremiah J. Lee
Chief Executive Officer & Advisor
TriCord Advisors Email Formats
TriCord Advisors uses 2 email formats. The most common is {first initial} (e.g., j@tricordadvisors.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tricordadvisors.com | 68.8% |
{first name} | john@tricordadvisors.com | 31.2% |
About TriCord Advisors
At TriCord Advisors, we believe your life is too important to navigate alone. As a fiduciary advisory firm, we put your best interests first, helping you gain clarity, confidence, and long-term financial strength. Our team of CERTIFIED FINANCIAL PLANNER™ professionals provides comprehensive services that include financial planning, tax and risk management, investment management, retirement, and estate planning. We begin by learning your vision and goals, then align every aspect of your financial life, including investments, taxes, and estate considerations, so that all strategies work together to keep you on track. With a commitment to transparency and a client-focused approach, we strive to be more than advisors. We are trusted partners, walking alongside you as your best ally in achieving financial success. Contact us at contact@tricordadvisors.com or 951-684-7011
TriCord Advisors revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
TriCord Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
TriCord Advisors has never raised funding before.
TriCord Advisors Tech Stack
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Frequently asked questions
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