Triad Advisors Llc
$279M reported client assets across 2 advisory firms in FY2018 annual amendments
Reported client assets over time
$213M
$215M
2017
2018
Same-firm comparison: 1 firms that reported Triad Advisors Llc in both FY2017 and FY2018 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Financial Innovations, Llc | $213M | $213M | 100.0% | 01/28/2019 |
| Sikich Capital Management Llc | $65.7M | $387M | 17.0% | 03/21/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.