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TRIO ADVISORS, INC.

Advisory

N·

Data as of Mar 26, 2024 · Source: SEC Form ADV

Total AUM
$47M
1-Year AUM Growth
-24.0%
3-Year CAGR
-16.5%
Employees
2
Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingApr 22, 2014
Latest FilingMar 26, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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