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TRICORD ADVISORS, INC.

RIVERSIDE, CA · CRD 155749 · IAPD ↗ · tricordadvisors.com · 951-684-7011

$431.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TRICORD ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — TRICORD ADVISORS, INC. reported RAUM up 65% ($261.7M -> $431.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — TRICORD ADVISORS, INC. reported RAUM up 30% ($201.4M -> $261.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — TRICORD ADVISORS, INC. changed its website from tricordadv.com to tricordadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.