Trident Advisors Inc (Doylestown)

Name: Trident Advisors Inc
Address: 350 South Main Street, Doylestown, PA, 18901
Telephone: 215-489-5383

Trident Advisors Inc is an adviser based in Doylestown. It manages $13.05 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001.

Trident Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trident Advisors: assets under management

The assets under management (AUM) of Trident Advisors Inc is $13.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.47 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Trident Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trident Advisors Inc

James Edward Bickley has been acting as President since 1 May 1999. Gilbert Stevens Simons joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edward Bickley	Chairman	1 May 1999	25% - 50%	820632
Joseph C Paul	President/ceo	1 Jun 1999	25% - 50%	718203
David Quinton Otwell	Chief financial officer	1 Jun 1999	Other	1722842
Donna Matlack Woytek	Vice president	1 Jun 1999	Other	1877567
Joseph Crawford Paul	President/ceo	1 Jun 1999	75% - 100%	718203
Gilbert Stevens Simons	Managing director	1 Dec 1999	Other	1089095

Based in Doylestown

The principal office where Trident Advisors Inc performs its advisory services is located at 350 South Main Street, Doylestown, PA 18901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-489-5383 or by fax 215-489-5396. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.tridentadvisors.com.