Triad Hybrid Solutions, LLC
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Learn more about Triad Hybrid Solutions, LLC
Overview
Triad Hybrid Solutions, LLC operates as a financial advisor company located in Peachtree Corners, Georgia. It controls $4.6 billion in total assets over 20,694 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The firm has a very large group, including 119 financial advisors. Triad Hybrid Solutions, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, bonds and options.
Triad Hybrid Solutions, LLC oversees most of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without requiring the customer's consent. It also has 574 non-discretionary accounts with a total of $134.9 million in assets under management. The company supervises an average of $223,695 in assets for each customer account. The average financial advisor at Triad Hybrid Solutions, LLC oversees around 174 client accounts.
The firm's headquarters is located at 5155 Peachtree Parkway, Peachtree Corners, Georgia 30092. Triad Hybrid Solutions, LLC is registered to serve investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Triad Hybrid Solutions, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,748
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
20,694
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$223.7 thousand
Products and Services
Triad Hybrid Solutions, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the past fiscal year, the company provided financial planning services to 26-50 of its customers. The company does not sell products or offer services aside from investment advisory services to its investment advisory accounts. Triad Hybrid Solutions, LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company, insurance company or agency and pension consultant.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by the company can include any combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Triad Hybrid Solutions, LLC works with a number of different customers. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 20,694 customers, Triad Hybrid Solutions, LLC's largest client is retail investors, but it also manages money for 934 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 7.21%
- Other Individuals - 91.56%
- Corporations - 1.03%
- Charitable Organizations - 0.19%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Triad Hybrid Solutions, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Triad Hybrid Solutions, LLC
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
New York, NY
Lemoyne, PA
Lemoyne, PA
Appleton, WI
Lemoyne, PA
Peachtree Corners, GA
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