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Trifound Advisory LLC

Headquartered in KALAMAZOO, MI

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Firm Information

Trifound Advisory LLC is an investment advisor headquartered in California, with 7 licensed agents and 5 investment advisor representatives. The firm manages approximately $102,975,320 in assets for 1,449 clients, primarily individuals other than high-net-worth, charitable organizations, and high-net-worth individuals. Trifound Advisory LLC offers financial planning and portfolio management services for individuals.

Trifound Advisory LLC

$102.98M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

Branch Locations (6)

TRIFOUND ADVISORY LLC has a total of 6 branch locations across the country.
location

LISLE, IL

location

FORT MYERS, FL

location

Fort Smith, AR

location

KALAMAZOO, MI

location

COMMERCE TOWNSHIP, MI

location

NAPLES, FL

Advisors at Trifound Advisory LLC

View All 5 Advisors
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Aaron Lee Harrison

RA

KALAMAZOO, MI

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William Standley Eden

RA

Fort Smith, AR

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Jason David Derosa

CFP®, RA

KALAMAZOO, MI

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Allan Scott Peil

RA

KALAMAZOO, MI

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Kyle Michael-david Redd

RA

KALAMAZOO, MI

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Jordan Helmker

RA

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Disclosures

There are no public disclosures for Trifound Advisory LLC.

Frequently Asked Questions (6)

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